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Sponsor portfolioTH

SUCCESS ACADEMY CHARTER SCHOOLS

EIN 20-5298861-education management-Latest filing 2025
Plans
2
Retirement
1
$134.8M assets
Welfare
1
$3.7M premiums
Participants
8,868
120 WALL ST FLOOR 6 - NEW YORK, NY 10005332-222-5658successacademies.orgLinkedIn1001-5000 employeeseducation management
Plans on this EIN
2 filings
#001403b-$134.8M - 6,462 part#505Mixed-$3.7M - 2,292 lives

Benefits portfolio analytics

1 plan / $3.7M premiums / 2,292 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.3M
  • Health$3.2M
  • Dental$3.2M
  • Prescription drug$3.2M
  • Vision$219K
  • Long-term disability$184K
  • +1 more
Total $3.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY85%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY8%
  • VISION SERVICE PLAN6%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $3.7M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $69K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SUCCESS ACADEMY CHARTER SCHOOLS RETIREMENT PLAN

403b

Assets$134.8M
Participants6,462
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

SUCCESS ACADEMY CHARTER SCHOOLS EMPLOYEE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$3.7M
Covered lives2,292
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUCCESS ACADEMY CHARTER SCHOOLS RETIREMENT PLAN403b$134.8M6,4622025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505SUCCESS ACADEMY CHARTER SCHOOLS EMPLOYEE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$3.7M2,2922025
Retirement plans
Welfare plans
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