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  2. STRADA EDUCATION FOUNDATION, INC.
Sponsor portfolio

STRADA EDUCATION FOUNDATION, INC.

EIN 47-3044430-higher education-Latest filing 2024
Plans
3
Retirement
1
$87.8M assets
Welfare
2
$7.5M premiums
Participants
2,209
10 W. MARKET ST., SUITE 1100 - INDIANAPOLIS, IN 46204317-806-1231strada.orgLinkedIn501-1000 employeeshigher education
Plans on this EIN
3 filings
#001401k-$87.8M - 1,528 part#506Fully Insured-$7.5M - 687 lives#504Self Funded-0 lives

Benefits portfolio analytics

2 plans / $7.5M premiums / 687 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.6M
  • Dental$386K
  • Life$372K
  • Short-term disability$372K
  • Long-term disability$372K
  • Vision$54K
  • +1 more
Total $7.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UNITEDHEALTHCARE INSURANCE COMPANY89%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
  • SYMETRA LIFE INSURANCE COMPANY5%
  • NAVIA BENEFIT SOLUTIONS INC.0%
Total $7.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • GREGORY & APPEL, INC.61%
  • WATCHTOWER TECHNOLOGIES INC34%
  • NATIONAL BENEFIT CENTER6%
Total $22K3 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

STRADA EDUCATION FOUNDATION, INC. SAVINGS INVESTMENT PLAN

401k

Assets$87.8M
Participants1,528
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

STRADA EDUCATION FOUNDATION, INC EMPLOYEE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$7.5M
Covered lives687
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

STRADA EDUCATION FOUNDATION, INC SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STRADA EDUCATION FOUNDATION, INC. SAVINGS INVESTMENT PLAN401k$87.8M1,5282024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
506STRADA EDUCATION FOUNDATION, INC EMPLOYEE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$7.5M6872024
504STRADA EDUCATION FOUNDATION, INC SEVERANCE PLANSelf Funded-$002024
Retirement plans
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