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Sponsor portfolio

FRANCIS W. PARKER SCHOOL

EIN 36-2171732-primary/secondary education-Latest filing 2025
Plans
6
Retirement
2
$114.2M assets
Welfare
4
$4.8M premiums
Participants
1,588
330 W. WEBSTER AVE. - CHICAGO, IL 60614773-797-5500LinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
6 filings
#002403b-$86.0M - 516 part#003403b-$28.2M - 271 part#502Fully Insured-$4.7M - 365 lives#501Fully Insured-$34K - 181 lives#504Fully Insured-$31K - 181 lives#503Fully Insured-$15K - 199 lives

Retirement portfolio analytics

2 plans aggregated / $114.2M assets / 787 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • CONTRIBUTION RETIREMENT PLAN (#002)75%
  • DEFERRED ANNUITY PLAN (#003)25%
Total $114.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#002)516
  • DEFERRED ANNUITY PLAN (#003)271
Total 787Click row to drill in

Benefits portfolio analytics

4 plans / $4.8M premiums / 926 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.7M
  • Life$47K
  • Long-term disability$34K
Total $4.8M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • BLUE CROSS OF CALIFORNIA98%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
Total $4.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • JOSEPH R HOVANEC68%
  • BYRNE, BYRNE AND COMPANY32%
Total $156K2 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

FRANCIS W. PARKER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$86.0M
Participants516
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

FRANCIS W. PARKER SCHOOL TAX DEFERRED ANNUITY PLAN

403b

Assets$28.2M
Participants271
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

FRANCIS W PARKER SCHOOL HEALTH INSURANCE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD A DIVISION OF HEALTH CARE SERVICES INCORPORATED

Premiums$4.7M
Covered lives365
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

FRANCIS W PARKER SCHOOL LONG TERM DISABILITY PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$34K
Covered lives181
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

FRANCIS W PARKER SCHOOL SUPPLEMENTAL LIFE AND AD&D PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$31K
Covered lives181
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

FRANCIS W PARKER SCHOOL LIFE AND AD&D PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$15K
Covered lives199
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FRANCIS W. PARKER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403b$86.0M5162025
003FRANCIS W. PARKER SCHOOL TAX DEFERRED ANNUITY PLAN403b$28.2M2712025

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
502FRANCIS W PARKER SCHOOL HEALTH INSURANCE PLANFully InsuredBLUE CROSS BLUE SHIELD A DIVISION OF HEALTH CARE SERVICES INCORPORATED$4.7M3652025
501FRANCIS W PARKER SCHOOL LONG TERM DISABILITY PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$34K1812025
504FRANCIS W PARKER SCHOOL SUPPLEMENTAL LIFE AND AD&D PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$31K1812025
503FRANCIS W PARKER SCHOOL LIFE AND AD&D PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$15K1992025
Retirement plans
Welfare plans
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