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Sponsor portfolio

GREEN DOT PUBLIC SCHOOLS TENNESS

EIN 47-0970499-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$558K assets
Welfare
1
$2.3M premiums
Participants
241
4950 FAIRLEY ROAD - MEMPHIS, TN 38109901-657-3943LinkedIn1-10 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$558K - 65 part#501Fully Insured-$2.3M - 266 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 266 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Prescription drug$2.2M
  • Dental$854K
  • Vision$854K
  • Other$56K
  • Life$51K
  • +2 more
Total $2.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • AETNA LIFE INSURANCE COMPANY95%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
Total $2.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $28K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GREEN DOT PUBLIC SCHOOLS TENNESSEE 401(K) PLAN

401k

Assets$558K
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

IOTA COMMUNITY SCHOOLS HEALTH AND WELFARE PLAN

Fully Insured - AETNA HEALTH, INC.

Premiums$2.3M
Covered lives266
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GREEN DOT PUBLIC SCHOOLS TENNESSEE 401(K) PLAN401k$558K652025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501IOTA COMMUNITY SCHOOLS HEALTH AND WELFARE PLANFully InsuredAETNA HEALTH, INC.$2.3M2662025
Retirement plans
Welfare plans
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