Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$178K
- Life$168K
- Long-term disability$141K
- Health$10K
Filings through .
Top hat
William Penn Charter School Overseers of the Public School
EIN 23-0953760internetLatest filing 2025
Plans
2
Retirement
1
$88.3M assets
Health & Benefits
1
$178K premiums
Participants
788
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $178K premiums / 235 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
WILLIAM PENN CHARTER SCHOOL DEFINED CONTRIBUTION PLAN
403(b)
Assets$88.3M
Participants553
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
WILLIAM PENN CHARTER SCHOOL HEALTH AND WELFARE PLAN
Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$178K
Covered lives235
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WILLIAM PENN CHARTER SCHOOL DEFINED CONTRIBUTION PLAN | 403(b) | $88.3M | 553 | 2025 |
- #001 · 403(b) · 2025553
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025235
Retirement plans
Health & Benefits plans