Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$397K
- Life$321K
- Short-term disability$321K
- Long-term disability$321K
Sponsor portfolio
CHANGE ACADEMY AT LAKE OF THE OZARKS, LLC
EIN 26-3297560Latest filing 2025
Plans
2
Retirement
1
$16.3M assets
Welfare
1
$397K premiums
Participants
2,851
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $397K premiums / 1,239 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA81%
- UNITED HEALTHCARE INSURANCE COMPANY19%
Broker market share
Schedule A broker compensation
83%top
- MARSH & MCLENNAN AGENCY LLC83%
- EAST REGION11%
- THE NIA GROUP6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EMBARK BEHAVIORAL HEALTH 401(K) PLAN
401k
Assets$16.3M
Participants1,612
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CALO WELFARE BENEFIT PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$397K
Covered lives1,239
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EMBARK BEHAVIORAL HEALTH 401(K) PLAN | 401k | $16.3M | 1,612 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CALO WELFARE BENEFIT PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $397K | 1,239 | 2025 |
Retirement plans
Welfare plans