Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$1.5M
- Other$634K
- Life$579K
- Short-term disability$579K
- Long-term disability$579K
- Vision$143K
Filings through .
Sponsor portfolio
Great Hearts America
EIN 45-4306715Educational ServicesLatest filing 2025
Plans
2
Retirement
1
$62.9M assets
Welfare
1
$2.2M premiums
Participants
4,629
4717 E. HILTON AVE. STE. 300 - PHOENIX, AZ 85034602-438-7045
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 3,678 covered livesPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
GREAT HEARTS ACADEMIES 401(K) PLAN
401(k)
Assets$62.9M
Participants2,669
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GREAT HEARTS AMERICA BENEFIT PLAN
Mixed - DELTA DENTAL OF ARIZONA
Premiums$2.2M
Covered lives3,678
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GREAT HEARTS ACADEMIES 401(K) PLAN | 401(k) | $62.9M | 2,669 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GREAT HEARTS AMERICA BENEFIT PLAN | Mixed | DELTA DENTAL OF ARIZONA | $2.2M | 3,678 | 2025 |
Retirement plans
Welfare plans