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Sponsor portfolioTH

WORLD EDUCATION SERVICES, INC.

EIN 23-7396384-education management-Latest filing 2024
Plans
3
Retirement
2
$55.6M assets
Welfare
1
$410K premiums
Participants
1,073
1 BATTERY PARK PLAZA, 3RD FLOOR - NEW YORK, NY 10004212-219-7307wes.orgLinkedIn201-500 employeeseducation management
Plans on this EIN
3 filings
#002OtherDC-$38.5M - 422 part#001MoneyPurchase-$17.1M - 411 part#506Mixed-$410K - 362 lives

Retirement portfolio analytics

2 plans aggregated / $55.6M assets / 833 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • DEFERRED ANNUITY PLAN (#002)69%
  • 401(A) DC PLAN (#001)31%
Total $55.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFERRED ANNUITY PLAN (#002)422
  • 401(A) DC PLAN (#001)411
Total 833Click row to drill in

Benefits portfolio analytics

1 plan / $410K premiums / 362 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$203K
  • Life$169K
  • Short-term disability$129K
  • Long-term disability$118K
  • Other$118K
  • Vision$26K
Total $410K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • AETNA LIFE INSURANCE COMPANY50%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY32%
  • COMPANION LIFE INSURANCE COMPANY13%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY6%
Total $410K4 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • USI INSURANCE SERVICES LLC89%
  • FMLASOURCE INC11%
  • ASSUREDPARTNERS-0%
Total $41K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WORLD EDUCATION SERVICES, INC. 403(B) TAX DEFERRED ANNUITY PLAN

OtherDC

Assets$38.5M
Participants422
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WORLD EDUCATION SERVICES, INC. 401(A) DC PLAN

MoneyPurchase

Assets$17.1M
Participants411
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

WORLD EDUCATION SERVICESS HEALTH AND WELFARE PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$410K
Covered lives362
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WORLD EDUCATION SERVICES, INC. 403(B) TAX DEFERRED ANNUITY PLANOtherDC$38.5M4222024
001WORLD EDUCATION SERVICES, INC. 401(A) DC PLANMoneyPurchase$17.1M4112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506WORLD EDUCATION SERVICESS HEALTH AND WELFARE PLANMixedAETNA LIFE INSURANCE COMPANY$410K3622024
Retirement plans
Welfare plans
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