Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Dental$2.1M
- Vision$2.1M
- Other$111K
- Life$108K
- Short-term disability$108K
- +1 more
Sponsor portfolio
PALMER TRINITY PRIVATE SCHOOL, INC.
EIN 23-7098500primary/secondary educationLatest filing 2025
Plans
2
Retirement
1
$38.1M assets
Welfare
1
$2.2M premiums
Participants
474
7900 SW 176 STREET - PALMETTO BAY, FL 331570000305-969-4205palmertrinity.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 305 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITEDHEALTHCARE INSURANCE COMPANY100%
- METROPOLITAN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- MORRIS & REYNOLDS INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PALMER TRINITY SCHOOL 403(B) DC PLAN
403b
Assets$38.1M
Participants350
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PALMER TRINITY PRIVATE SCHOOL EMPLOYEE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.2M
Covered lives305
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PALMER TRINITY SCHOOL 403(B) DC PLAN | 403b | $38.1M | 350 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PALMER TRINITY PRIVATE SCHOOL EMPLOYEE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.2M | 305 | 2024 |
Retirement plans
Welfare plans