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Sponsor portfolio

PROJECT LEAD THE WAY, INC.

EIN 36-4802935-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$40.9M assets
Welfare
1
$495K premiums
Participants
593
5939 CASTLE CREEK PARKWAY, NORTH DRIVE - INDIANAPOLIS, IN 46250317-669-0200pltw.orgLinkedIn201-500 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$40.9M - 382 part#502Mixed-$495K - 496 lives

Benefits portfolio analytics

1 plan / $495K premiums / 496 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$285K
  • Vision$285K
  • Other$210K
  • Life$151K
  • Long-term disability$151K
Total $495K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • DELTA DENTAL OF CALIFORNIA58%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA31%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY11%
  • HEALTHJOY0%
Total $495K4 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • MJ INSURANCE84%
  • JAMES R NELLIGAN & ASSOCIATES LLC10%
  • IBENEFIT COMMUNICATION LLC6%
Total $74K3 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

PROJECT LEAD THE WAY 403B PLAN

403b

Assets$40.9M
Participants382
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PROJECT LEAD THE WAY, INC. EMPLOYEE BENEFIT PLAN

Mixed - DELTA DENTAL OF INDIANA

Premiums$495K
Covered lives496
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PROJECT LEAD THE WAY 403B PLAN403b$40.9M3822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PROJECT LEAD THE WAY, INC. EMPLOYEE BENEFIT PLANMixedDELTA DENTAL OF INDIANA$495K4962025
Retirement plans
Welfare plans
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