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Sponsor portfolio

CARNEGIE LEARNING, INC.

EIN 25-1805640-higher education-Latest filing 2025
Plans
2
Retirement
1
$43.0M assets
Welfare
1
$5.7M premiums
Participants
1,388
501 GRANT STREET, SUITE 1075 - PITTSBURGH, PA 152194447412-690-2442carnegielearning.comLinkedIn501-1000 employeeshigher education
Plans on this EIN
2 filings
#001401k-$43.0M - 603 part#501Fully Insured-$5.7M - 765 lives

Benefits portfolio analytics

1 plan / $5.7M premiums / 765 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.0M
  • Life$340K
  • Short-term disability$340K
  • Long-term disability$340K
  • Other$340K
  • Dental$300K
  • +1 more
Total $5.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY88%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA6%
  • PRINCIPAL LIFE INSURANCE COMPANY5%
  • EYEMED VISION CARE1%
Total $5.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • NFP INSURANCE SERVICES INC93%
  • STEVEN SCHAUMBERGER6%
  • WATCHTOWER BENEFITS, LLC1%
  • IMG0%
Total $322K4 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

CARNEGIE LEARNING, INC. 401(K) PLAN

401k

Assets$43.0M
Participants603
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE CARNEGIE LEARNING WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE

Premiums$5.7M
Covered lives765
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARNEGIE LEARNING, INC. 401(K) PLAN401k$43.0M6032025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE CARNEGIE LEARNING WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE$5.7M7652024
Retirement plans
Welfare plans
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