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Sponsor portfolio

PROVIDENCE ACADEMY

EIN 41-1883866-education management-Latest filing 2025
Plans
2
Retirement
1
$23.1M assets
Welfare
1
$187K premiums
Participants
329
15100 SCHMIDT LAKE ROAD - PLYMOUTH, MN 554463722763-258-2500providenceacademy.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#001403b-$23.1M - 200 part#501Mixed-$187K - 263 lives

Benefits portfolio analytics

1 plan / $187K premiums / 263 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$97K
  • Other$68K
  • Life$37K
  • Long-term disability$14K
  • Vision$8K
Total $187K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • HEALTHPARTNERS INSURANCE COMPANY52%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY48%
Total $187K2 slices

Broker market share

Schedule A broker compensation

Split broker
43%top
  • 20/20 ADVISOR GROUP43%
  • KOSKIE, CORDEL 20/20 ADVISOR GROUP29%
  • GIS BENEFITS INC18%
  • H. ENGAGE, INC.10%
Total $31K4 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

PROVIDENCE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$23.1M
Participants200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PROVIDENCE ACADEMY HEALTH AND WELFARE BENEFIT PLAN

Mixed - HEALTHPARTNERS, INC

Premiums$187K
Covered lives263
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PROVIDENCE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN403b$23.1M2002025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PROVIDENCE ACADEMY HEALTH AND WELFARE BENEFIT PLANMixedHEALTHPARTNERS, INC$187K2632025
Retirement plans
Welfare plans
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