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Sponsor portfolio

EFFECTIVE SCHOOL SOLUTIONS

EIN 45-2692108-education management-Latest filing 2025
Plans
2
Retirement
1
$9.3M assets
Welfare
1
$426K premiums
Participants
1,271
430 MOUNTAIN AVENUE, SUITE 304 - NEW PROVIDENCE, NJ 07974908-588-3123effectiveschoolsolutions.comLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#001401k-$9.3M - 639 part#501Mixed-$426K - 692 lives

Benefits portfolio analytics

1 plan / $426K premiums / 692 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$426K
  • Dental$287K
  • Vision$287K
  • Life$139K
  • Short-term disability$139K
  • Long-term disability$139K
Total $426K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • METROPOLITAN LIFE INSURANCE COMPANY67%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA33%
Total $426K2 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • USI INSURANCE SERVICES LLC71%
  • GIS BENEFITS INC29%
  • IMG0%
Total $58K3 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

EFFECTIVE SCHOOL SOLUTIONS, LLC 401(K) PLAN

401k

Assets$9.3M
Participants639
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EFFECTIVE SCHOOL SOLUTIONS HEALTH AND WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$426K
Covered lives692
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EFFECTIVE SCHOOL SOLUTIONS, LLC 401(K) PLAN401k$9.3M6392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EFFECTIVE SCHOOL SOLUTIONS HEALTH AND WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$426K6922025
Retirement plans
Welfare plans
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