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Sponsor portfolioTH

SHORECREST PREPARATORY SCHOOL

EIN 23-7412158-education management-Latest filing 2025
Plans
2
Retirement
1
$26.1M assets
Welfare
1
$771K premiums
Participants
602
5101 FIRST STREET NORTHEAST - ST. PETERSBURG, FL 337033009727-522-2111shorecrest.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#001403b-$26.1M - 410 part#501Fully Insured-$771K - 192 lives

Benefits portfolio analytics

1 plan / $771K premiums / 192 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$598K
  • Prescription drug$598K
  • Dental$95K
  • Vision$95K
  • Life$79K
  • Long-term disability$79K
  • +1 more
Total $771K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY90%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY10%
Total $771K2 slices

Broker market share

Schedule A broker compensation

Split broker
41%top
  • USI INSURANCE SERVICES LLC41%
  • THE STONER ORGANIZATION23%
  • SANDY WASSON & ASSOCIATES INS, INC.19%
  • ROGERS BENEFIT GROUP INC17%
Total $126K4 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

SHORECREST PREPARATORY SCHOOL 403(B) DC PLAN

403b

Assets$26.1M
Participants410
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHORECREST PREPARATORY SCHOOL HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$771K
Covered lives192
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHORECREST PREPARATORY SCHOOL 403(B) DC PLAN403b$26.1M4102025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHORECREST PREPARATORY SCHOOL HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$771K1922025
Retirement plans
Welfare plans
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