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Sponsor portfolio

SHADY SIDE ACADEMY

EIN 25-0965561-education management-Latest filing 2024
Plans
2
Retirement
1
$75.2M assets
Welfare
1
$3.0M premiums
Participants
948
423 FOX CHAPEL ROAD - PITTSBURGH, PA 15238412-968-3042shadysideacademy.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#001403b-$75.2M - 641 part#504Fully Insured-$3.0M - 523 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 523 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Dental$144K
  • Life$110K
  • Long-term disability$110K
  • Other$110K
  • Vision$19K
Total $3.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • UNITED CONCORDIA INSURANCE COMPANY5%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Total $3.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HENDERSON BROTHERS, INC.100%
Total $63K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SHADY SIDE ACADEMY RETIREMENT PLAN

403b

Assets$75.2M
Participants641
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

SHADYSIDE ACADEMY FRINGE WELFARE PLAN

Fully Insured - HIGHMARK, INC.

Premiums$3.0M
Covered lives523
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHADY SIDE ACADEMY RETIREMENT PLAN403b$75.2M6412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504SHADYSIDE ACADEMY FRINGE WELFARE PLANFully InsuredHIGHMARK, INC.$3.0M5232024
Retirement plans
Welfare plans
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