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Sponsor portfolio

CHALLENGER SCHOOL FOUNDATION

EIN 47-1405971-education management-Latest filing 2025
Plans
2
Retirement
1
$66.8M assets
Welfare
1
$7.0M premiums
Participants
2,393
9424 SOUTH 300 WEST - SANDY, UT 84070801-569-2700challengerschool.comLinkedIn1001-5000 employeeseducation management
Plans on this EIN
2 filings
#001401k-$66.8M - 1,176 part#501Fully Insured-$7.0M - 1,121 lives

Benefits portfolio analytics

1 plan / $7.0M premiums / 1,121 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.5M
  • Vision$4.0M
  • Dental$425K
  • Life$135K
  • Other$66K
Total $7.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • BLUE CROSS OF CALIFORNIA51%
  • KAISER FOUNDATION HEALTH PLAN INC41%
  • PRINCIPAL LIFE INSURANCE COMPANY6%
  • USABLE LIFE2%
Total $7.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • IXL EMPLOYEE BENEFITS64%
  • RYAN MCDERMOTT36%
Total $202K2 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

CHALLENGER SCHOOL 401K RETIREMENT PLAN

401k

Assets$66.8M
Participants1,176
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHALLENGER SCHOOL CAFETERIA PLAN

Fully Insured - REGENCE BLUECROSS BLUESHIELD OF UTAH

Premiums$7.0M
Covered lives1,121
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHALLENGER SCHOOL 401K RETIREMENT PLAN401k$66.8M1,1762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHALLENGER SCHOOL CAFETERIA PLANFully InsuredREGENCE BLUECROSS BLUESHIELD OF UTAH$7.0M1,1212025
Retirement plans
Welfare plans
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