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Sponsor portfolio

THE MIAMI VALLEY SCHOOL

EIN 31-0591154-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$20.2M assets
Welfare
1
$100K premiums
Participants
356
5151 DENISE DRIVE - DAYTON, OH 45429937-434-4444mvschool.comLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$20.2M - 259 part#501Mixed-$100K - 97 lives

Benefits portfolio analytics

1 plan / $100K premiums / 97 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$100K
  • Vision$100K
  • Life$100K
  • Long-term disability$100K
  • Other$100K
Total $100K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $100K1 slice

Broker market share

Schedule A broker compensation

Split broker
57%top
  • THE JAMES B OSWALD COMPANY57%
  • CENTRO BENEFITS RESEARCH LLC33%
  • MARSH & MCLENNAN AGENCY LLC10%
Total $19K3 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

MIAMI VALLEY SCHOOL DC RETIREMENT PLAN

403b

Assets$20.2M
Participants259
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EDUCATIONAL RESOURCES, INC. DBA THE MIAMI VALLEY SCHOOL HEALTH AND WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$100K
Covered lives97
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MIAMI VALLEY SCHOOL DC RETIREMENT PLAN403b$20.2M2592025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EDUCATIONAL RESOURCES, INC. DBA THE MIAMI VALLEY SCHOOL HEALTH AND WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$100K972024
Retirement plans
Welfare plans
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