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Sponsor portfolioTH

CARROLLWOOD DAY SCHOOL

EIN 31-1581952-education management-Latest filing 2025
Plans
2
Retirement
1
$16.8M assets
Welfare
1
$147K premiums
Participants
511
1515 WEST BEARSS AVE - TAMPA, FL 33613813-920-2288carrollwooddayschool.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#001401k-$16.8M - 288 part#502Mixed-$147K - 223 lives

Benefits portfolio analytics

1 plan / $147K premiums / 223 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$147K
  • Life$147K
  • Short-term disability$147K
  • Long-term disability$147K
  • Other$147K
Total $147K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $147K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $34K1 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

CARROLLWOOD DAY SCHOOL 401K PROFIT SHARING PLAN

401k

Assets$16.8M
Participants288
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CARROLLWOOD DAY SCHOOL EDUCATION, INC. WELFARE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$147K
Covered lives223
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARROLLWOOD DAY SCHOOL 401K PROFIT SHARING PLAN401k$16.8M2882025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CARROLLWOOD DAY SCHOOL EDUCATION, INC. WELFARE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$147K2232025
Retirement plans
Welfare plans
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