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Sponsor portfolio

EDUCATION ADVANCED, INC.

EIN 45-4536173-computer software-Latest filing 2025
Plans
2
Retirement
1
$3.7M assets
Welfare
1
$290K premiums
Participants
117
2702 E. 5TH ST., #372 - TYLER, TX 75701844-325-1414educationadvanced.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filings
#001401k-$3.7M - 69 part#505Fully Insured-$290K - 48 lives

Benefits portfolio analytics

1 plan / $290K premiums / 48 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$246K
  • Health$217K
  • Prescription drug$217K
  • Stop-loss$217K
  • Dental$44K
  • Vision$44K
  • +3 more
Total $290K9 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY90%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY10%
Total $290K2 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • BOK FINANCIAL INSURANCE69%
  • USI INSURANCE SERVICES LLC18%
  • JAMES R NELLIGAN & ASSOCIATES LLC11%
  • T2B SOLUTIONS INC.2%
Total $39K4 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

EDUCATION ADVANCED 401(K) PLAN

401k

Assets$3.7M
Participants69
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

EDUCATION ADVANCED, INC. HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$290K
Covered lives48
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EDUCATION ADVANCED 401(K) PLAN401k$3.7M692025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505EDUCATION ADVANCED, INC. HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$290K482024
Retirement plans
Welfare plans
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