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Sponsor portfolio

TRUE NORTH CLASSICAL ACADEMY, INC.

EIN 46-4566968-education management-Latest filing 2025
Plans
2
Retirement
1
$3.0M assets
Welfare
1
$641K premiums
Participants
621
9393 SUNSET DRIVE - MIAMI, FL 33173305-749-5725truenorthcharter.orgLinkedIn11-50 employeeseducation management
Plans on this EIN
2 filings
#001401k-$3.0M - 369 part#501Mixed-$641K - 270 lives

Benefits portfolio analytics

1 plan / $641K premiums / 270 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$405K
  • Health$79K
  • Other$62K
  • Dental$57K
  • Life$29K
  • Long-term disability$27K
  • +1 more
Total $641K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • ZURICH AMERICAN INSURANCE COMPANY63%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY14%
  • TRANSAMERICA LIFE INSURANCE COMPANY12%
  • HUMANA INSURANCE COMPANY11%
Total $641K4 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • RSC INSURANCE BROKERAGE INC57%
  • EXCELSIOR BENEFITS LLC17%
  • AMWINS13%
  • WEBTPA7%
  • INTEGRATED ENROLLMENT & TECHNOLOGY5%
Total $68K5 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

TRUE NORTH CLASSICAL ACADEMY, INC. 401(K) PLAN

401k

Assets$3.0M
Participants369
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRUE NORTH CLASSICAL ACADEMY HEALTH AND WELFARE BENEFIT PLAN

Mixed - ZURICH AMERICAN INSURANCE COMPANY

Premiums$641K
Covered lives270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRUE NORTH CLASSICAL ACADEMY, INC. 401(K) PLAN401k$3.0M3692025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRUE NORTH CLASSICAL ACADEMY HEALTH AND WELFARE BENEFIT PLANMixedZURICH AMERICAN INSURANCE COMPANY$641K2702025
Retirement plans
Welfare plans
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