Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$143K
- Life$143K
- Short-term disability$143K
- Long-term disability$143K
- Other$143K
- Vision$10K
Sponsor portfolioTH
NEAR NORTH MONTESSORI SCHOOL
EIN 36-2535895primary/secondary educationLatest filing 2025
Plans
2
Retirement
1
$13.5M assets
Welfare
1
$153K premiums
Participants
402
1434 W. DIVISION - CHICAGO, IL 606423778773-384-1434nnms.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $153K premiums / 132 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY93%
- VISION SERVICE PLAN7%
Broker market share
Schedule A broker compensation
60%top
- MARSH & MCLENNAN AGENCY LLC60%
- THE HORTON GROUP40%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NEAR NORTH MONTESSORI SCHOOL TSA
403b
Assets$13.5M
Participants269
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NEAR NORTH MONTESSORI SCHOOL BENEFITS PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$153K
Covered lives132
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NEAR NORTH MONTESSORI SCHOOL TSA | 403b | $13.5M | 269 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NEAR NORTH MONTESSORI SCHOOL BENEFITS PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $153K | 132 | 2025 |
Retirement plans
Welfare plans