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  2. ORCHARD SCHOOL FOUNDATION INC.
Sponsor portfolio

ORCHARD SCHOOL FOUNDATION INC.

EIN 35-0909975-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$27.6M assets
Welfare
1
$107K premiums
Participants
392
615 W 64TH ST - INDIANAPOLIS, IN 46260317-251-9253
Plans on this EIN
2 filings
#002403b-$27.6M - 279 part#501Mixed-$107K - 120 lives

Benefits portfolio analytics

1 plan / $107K premiums / 120 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$59K
  • Life$48K
  • Long-term disability$48K
  • Other$48K
Total $107K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • PARAMOUNT DENTAL55%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY45%
Total $107K2 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • GREGORY & APPEL, INC.90%
  • WATCHTOWER TECHNOLOGIES INC6%
  • NATIONAL BENEFIT CENTER5%
Total $13K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ORCHARD SCHOOL RETIREMENT PLAN

403b

Assets$27.6M
Participants279
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE ORCHARD SCHOOL EMPLOYEE BENEFIT PLAN

Mixed - PARAMOUNT DENTAL

Premiums$107K
Covered lives120
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ORCHARD SCHOOL RETIREMENT PLAN403b$27.6M2792025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE ORCHARD SCHOOL EMPLOYEE BENEFIT PLANMixedPARAMOUNT DENTAL$107K1202025
Retirement plans
Welfare plans
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