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Sponsor portfolio

MASON CLASSICAL ACADEMY, INC

EIN 46-0792829-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$3.1M assets
Welfare
1
$1.2M premiums
Participants
315
3073 SOUTH HORSESHOE DRIVE, SUITE 104 - NAPLES, FL 34104239-330-6144masonacademy.comLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$3.1M - 178 part#501Fully Insured-$1.2M - 137 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 137 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$113K
  • Vision$113K
  • Life$113K
  • Short-term disability$113K
  • Long-term disability$113K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • M.E. WILSON COMPANY, LLC99%
  • ENROLLEASE1%
Total $56K2 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

MASON CLASSICAL ACADEMY 403(B)

403b

Assets$3.1M
Participants178
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MASON CLASSICAL ACADEMY WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$1.2M
Covered lives137
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MASON CLASSICAL ACADEMY 403(B)403b$3.1M1782025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MASON CLASSICAL ACADEMY WELFARE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$1.2M1372025
Retirement plans
Welfare plans
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