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Sponsor portfolio

ALLEGRO SCHOOL INC.

EIN 22-2964290-Educational Services-Latest filing 2025
Plans
3
Retirement
2
$12.4M assets
Welfare
1
$1.7M premiums
Participants
518
125 RIDGEDALE AVENUE - CEDAR KNOLLS, NJ 079271803973-267-9711
Plans on this EIN
3 filings
#001ProfitSharing-$9.9M - 303 part#002403b-$2.5M - 79 part#501Fully Insured-$1.7M - 136 lives

Retirement portfolio analytics

2 plans aggregated / $12.4M assets / 382 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • CONTRIBUTION RETIREMENT PLAN (#001)80%
  • DEFERRED ANNUITY PLAN (#002)20%
Total $12.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#001)303
  • DEFERRED ANNUITY PLAN (#002)79
Total 382Click row to drill in

Benefits portfolio analytics

1 plan / $1.7M premiums / 136 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Long-term disability$15K
  • Life$14K
  • Other$14K
Total $1.7M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • UNITEDHEALTHCARE INSURANCE COMPANY98%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
Total $1.7M2 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • RSC INSURANCE BROKERAGE INC80%
  • ASSUREDPARTNERS14%
  • PROFESSIONAL GROUP PLANS INC5%
  • ACRISURE LLC-0%
Total $120K4 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

ALLEGRO SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

ProfitSharing

Assets$9.9M
Participants303
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ALLEGRO SCHOOL TAX DEFERRED ANNUITY PLAN

403b

Assets$2.5M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALLEGRO SCHOOL, INC. WELFARE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.7M
Covered lives136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ALLEGRO SCHOOL DEFINED CONTRIBUTION RETIREMENT PLANProfitSharing$9.9M3032025
002ALLEGRO SCHOOL TAX DEFERRED ANNUITY PLAN403b$2.5M792025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALLEGRO SCHOOL, INC. WELFARE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.7M1362025
Retirement plans
Welfare plans
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