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Sponsor portfolioTH

PARK TUDOR FOUNDATION

EIN 35-0909976-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$63.4M assets
Welfare
1
$123K premiums
Participants
754
7200 NORTH COLLEGE AVENUE - INDIANAPOLIS, IN 462403016317-415-2700LinkedIn501-1000 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$63.4M - 558 part#501Mixed-$123K - 194 lives

Benefits portfolio analytics

1 plan / $123K premiums / 194 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$76K
  • Long-term disability$76K
  • Other$76K
  • Vision$47K
Total $123K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY61%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA39%
Total $123K2 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • MJ INSURANCE94%
  • WATCHTOWER TECHNOLOGIES INC4%
  • WATCHTOWER BENEFITS, LLC2%
Total $30K3 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

PARK TUDOR DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$63.4M
Participants558
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PARK TUDOR SCHOOL FLEXIBLE BENEFIT PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$123K
Covered lives194
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PARK TUDOR DEFINED CONTRIBUTION RETIREMENT PLAN403b$63.4M5582025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PARK TUDOR SCHOOL FLEXIBLE BENEFIT PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$123K1942024
Retirement plans
Welfare plans
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