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Sponsor portfolioTH

SPECIAL EDUCATION SERVICES

EIN 36-2781597-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$4.7M assets
Welfare
1
$9.9M premiums
Participants
2,332
195 POPLAR PLACE - NORTH AURORA, IL 605421404630-907-2400LinkedIn201-500 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$4.7M - 1,350 part#501Fully Insured-$9.9M - 1,640 lives

Benefits portfolio analytics

1 plan / $9.9M premiums / 1,640 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.5M
  • Dental$366K
  • Life$366K
  • Long-term disability$366K
  • Other$366K
  • Vision$61K
Total $9.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $9.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • MERCER HEALTH AND BENEFITS, LLC58%
  • KEYSTONE INSURANCE & BENEFITS GROUP42%
Total $352K2 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

SPECIAL EDUCATION SERVICES 403(B) RETIREMENT PLAN

403b

Assets$4.7M
Participants1,350
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SPECIAL EDUCATION SERVICES HEALTH & WELFARE PLAN

Fully Insured - BLUE CROSS BLUESHIELD OF ILLINOIS

Premiums$9.9M
Covered lives1,640
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SPECIAL EDUCATION SERVICES 403(B) RETIREMENT PLAN403b$4.7M1,3502025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SPECIAL EDUCATION SERVICES HEALTH & WELFARE PLANFully InsuredBLUE CROSS BLUESHIELD OF ILLINOIS$9.9M1,6402025
Retirement plans
Welfare plans
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