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Sponsor portfolio

THE BARSTOW SCHOOL

EIN 44-0546207-education management-Latest filing 2025
Plans
2
Retirement
1
$26.9M assets
Welfare
1
$628K premiums
Participants
736
11511 STATE LINE ROAD - KANSAS CITY, MO 64114816-942-3255barstowschool.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#001403b-$26.9M - 595 part#501Mixed-$628K - 232 lives

Benefits portfolio analytics

1 plan / $628K premiums / 232 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$492K
  • Other$44K
  • Life$35K
  • Short-term disability$31K
  • Long-term disability$29K
  • Vision$15K
Total $628K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • WESTPORT INSURANCE CORPORATION78%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY15%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
  • SURENCY LIFE AND HEALTH2%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Total $628K5 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • ROBERT E. MILLER INSURANCE AGENCY97%
  • CATHY LUCAS2%
  • WATCHTOWER BENEFITS, LLC0%
  • MICHAEL J ZIMMERMAN0%
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

THE BARSTOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$26.9M
Participants595
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE BARSTOW SCHOOL EMPLOYEE BENEFITS PLAN

Mixed - SWISS RE CORPORATE SOLUTIONS AMERICA INS. CORP.

Premiums$628K
Covered lives232
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE BARSTOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403b$26.9M5952024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE BARSTOW SCHOOL EMPLOYEE BENEFITS PLANMixedSWISS RE CORPORATE SOLUTIONS AMERICA INS. CORP.$628K2322025
Retirement plans
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