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Sponsor portfolio

SPEAR EDUCATION, LLC

EIN 20-8610060-higher education-Latest filing 2025
Plans
2
Retirement
1
$13.6M assets
Welfare
1
$258K premiums
Participants
473
7201 EAST PRINCESS BOULEVARD - SCOTTSDALE, AZ 85255866-781-0072speareducation.comLinkedIn201-500 employeeshigher education
Plans on this EIN
2 filings
#003401k-$13.6M - 300 part#501Mixed-$258K - 310 lives

Benefits portfolio analytics

1 plan / $258K premiums / 310 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$170K
  • Life$67K
  • Long-term disability$67K
  • Other$67K
  • Vision$21K
Total $258K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • DELTA DENTAL OF CALIFORNIA66%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY26%
  • EYEMED VISION CARE8%
Total $258K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $29K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SPEAR EDUCATION 401(K) PLAN

401k

Assets$13.6M
Participants300
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SPEAR EDUCATION, LLC EMPLOYEE BENEFITS PLAN

Mixed - DELTA DENTAL OF ARIZONA

Premiums$258K
Covered lives310
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003SPEAR EDUCATION 401(K) PLAN401k$13.6M3002024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SPEAR EDUCATION, LLC EMPLOYEE BENEFITS PLANMixedDELTA DENTAL OF ARIZONA$258K3102025
Retirement plans
Welfare plans
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