Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$150K
- Vision$150K
- Life$150K
- Long-term disability$150K
- Other$150K
Sponsor portfolioTH
UNIVERSITY SCHOOL
EIN 34-0714720Educational ServicesLatest filing 2025
Plans
2
Retirement
1
$85.0M assets
Welfare
1
$150K premiums
Participants
779
20701 BRANTLEY ROAD - SHAKER HEIGHTS, OH 44122216-371-6810
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $150K premiums / 218 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
81%top
- THE JAMES B OSWALD COMPANY81%
- CENTRO BENEFITS RESEARCH LLC19%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
UNIVERSITY SCHOOL RETIREMENT SAVINGS PLAN
403b
Assets$85.0M
Participants555
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
UNIVERSITY SCHOOL GROUP WELFARE PLAN
Mixed - GUARDIAN
Premiums$150K
Covered lives218
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | UNIVERSITY SCHOOL RETIREMENT SAVINGS PLAN | 403b | $85.0M | 555 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | UNIVERSITY SCHOOL GROUP WELFARE PLAN | Mixed | GUARDIAN | $150K | 218 | 2025 |
Retirement plans
Welfare plans