PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. AMERICAN ACADEMY HOLDING, LLC
Sponsor portfolio

AMERICAN ACADEMY HOLDING, LLC

EIN 20-5557600-education management-Latest filing 2025
Plans
2
Retirement
1
$19.9M assets
Welfare
1
$263K premiums
Participants
631
2233 S PRESIDENTS DR STE F - SALT LAKE CITY, UT 841207241801-236-2200theamericanacademy.comLinkedIn11-50 employeeseducation management
Plans on this EIN
2 filings
#001401k-$19.9M - 368 part#501Mixed-$263K - 391 lives

Benefits portfolio analytics

1 plan / $263K premiums / 391 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$151K
  • Short-term disability$51K
  • Long-term disability$38K
  • Vision$22K
  • Life$18K
Total $263K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY72%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY20%
  • AMERITAS LIFE INSURANCE CORP.8%
Total $263K3 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • GBS BENEFITS INC71%
  • EMPLOYEE CHOICE SOLUTIONS26%
  • MORETON & COMPANY4%
Total $38K3 slices

Plan deep-dives

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

AMERICAN ACADEMY HOLDINGS LLC. 401(K) PLAN

401k

Assets$19.9M
Participants368
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMERICAN ACADEMY HOLDINGS, LLC HEALTH & WELFARE BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$263K
Covered lives391
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AMERICAN ACADEMY HOLDINGS LLC. 401(K) PLAN401k$19.9M3682025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMERICAN ACADEMY HOLDINGS, LLC HEALTH & WELFARE BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$263K3912025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica