PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. THE PEMBROKE HILL SCHOOL
Sponsor portfolioTH

THE PEMBROKE HILL SCHOOL

EIN 43-1326059-Educational Services-Latest filing 2024
Plans
2
Retirement
1
$60.2M assets
Welfare
1
$109K premiums
Participants
683
400 W. 51 ST - KANSAS CITY, MO 64112816-936-1213
Plans on this EIN
2 filings
#001403b-$60.2M - 465 part#501Mixed-$109K - 214 lives

Benefits portfolio analytics

1 plan / $109K premiums / 214 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$78K
  • Life$69K
  • Long-term disability$69K
  • Vision$31K
Total $109K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY63%
  • VISION SERVICE PLAN28%
  • NEW DIRECTIONS BEHAVIORAL HEALTH8%
Total $109K3 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • ROBERT E. MILLER INSURANCE AGENCY73%
  • USI INSURANCE SERVICES LLC26%
  • EMPLOYEE NAVIGATOR, LLC1%
Total $11K3 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

PEMBROKE HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$60.2M
Participants465
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PEMBROKE HILL SCHOOL GROUP LIFE INSURANCE PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$109K
Covered lives214
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PEMBROKE HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403b$60.2M4652024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PEMBROKE HILL SCHOOL GROUP LIFE INSURANCE PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$109K2142024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica