PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. EDUCATIONAL TESTING SERVICE
Sponsor portfolio

EDUCATIONAL TESTING SERVICE

EIN 20-5910717-Educational Services-Latest filing 2024
Plans
2
Retirement
1
$36.9M assets
Welfare
1
$489K premiums
Participants
1,667
660 ROSEDALE ROAD AND CARTER ROAD - PRINCETON, NJ 08541609-734-1988
Plans on this EIN
2 filings
#001401k-$36.9M - 1,337 part#501Mixed-$489K - 325 lives

Benefits portfolio analytics

1 plan / $489K premiums / 325 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$314K
  • Life$289K
  • Short-term disability$113K
  • Long-term disability$62K
Total $489K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY95%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
Total $489K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $68K1 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

PSI 401(K) PLAN

401k

Assets$36.9M
Participants1,337
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LIFELONG LEARNER HOLDINGS LLC EMPLOYEE BENEFITS PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$489K
Covered lives325
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PSI 401(K) PLAN401k$36.9M1,3372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LIFELONG LEARNER HOLDINGS LLC EMPLOYEE BENEFITS PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$489K3252024
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