Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$178K
- Life$168K
- Long-term disability$141K
- Health$10K
Sponsor portfolioTH
WILLIAM PENN CHARTER SCHOOL
EIN 23-0953760internetLatest filing 2025
Plans
2
Retirement
1
$79.1M assets
Welfare
1
$178K premiums
Participants
780
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $178K premiums / 235 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
70%top
- CONNER STRONG & BUCKELEW70%
- JAMES R NELLIGAN & ASSOCIATES LLC25%
- PLANSOURCE BENEFITS ADMINISTRATION5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WILLIAM PENN CHARTER SCHOOL DEFINED CONTRIBUTION PLAN
403b
Assets$79.1M
Participants545
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WILLIAM PENN CHARTER SCHOOL HEALTH AND WELFARE PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$178K
Covered lives235
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WILLIAM PENN CHARTER SCHOOL DEFINED CONTRIBUTION PLAN | 403b | $79.1M | 545 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WILLIAM PENN CHARTER SCHOOL HEALTH AND WELFARE PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $178K | 235 | 2025 |
Retirement plans
Welfare plans