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Sponsor portfolio

ST. PAUL'S EPISCOPAL SCHOOL

EIN 23-7035434-education management-Latest filing 2025
Plans
5
Retirement
1
$23.7M assets
Welfare
4
$1.5M premiums
Participants
787
161 DOGWOOD LANE - MOBILE, AL 36608251-342-6700stpaulsmobile.netLinkedIn51-200 employeeseducation management
Plans on this EIN
5 filings
#001403b-$23.7M - 269 part#504Fully Insured-$1.4M - 135 lives#505Fully Insured-$82K - 133 lives#502Fully Insured-$36K - 182 lives#503Fully Insured-$20K - 182 lives

Benefits portfolio analytics

4 plans / $1.5M premiums / 632 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.4M
  • Health$1.4M
  • Prescription drug$1.4M
  • Dental$82K
  • Life$36K
  • Long-term disability$20K
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY4%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • J S BENEFITS INC50%
  • COWART, MICHAEL47%
  • NFP INSURANCE SERVICES INC3%
Total $12K3 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

ST PAUL'S EPISCOPAL SCHOOL TAX DEFERRED ANNUITY PLAN (403(B))

403b

Assets$23.7M
Participants269
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

ST. PAULS EPISCOPAL SCHOOL MEDICAL PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$1.4M
Covered lives135
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

ST. PAULS EPISCOPAL SCHOOL DENTAL PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$82K
Covered lives133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

ST. PAULS EPISCOPAL SCHOOL LIFE AND ADD PLAN

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$36K
Covered lives182
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

ST. PAULS EPISCOPAL SCHOOL LTD PLAN

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$20K
Covered lives182
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ST PAUL'S EPISCOPAL SCHOOL TAX DEFERRED ANNUITY PLAN (403(B))403b$23.7M2692025

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
504ST. PAULS EPISCOPAL SCHOOL MEDICAL PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF ALABAMA$1.4M1352025
505ST. PAULS EPISCOPAL SCHOOL DENTAL PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF ALABAMA$82K1332025
502ST. PAULS EPISCOPAL SCHOOL LIFE AND ADD PLANFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$36K1822025
503ST. PAULS EPISCOPAL SCHOOL LTD PLANFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$20K1822025
Retirement plans
Welfare plans
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