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Sponsor portfolio

THE INDEPENDENCE SCHOOL, INC.

EIN 51-0225189-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$24.3M assets
Welfare
1
$383K premiums
Participants
303
1300 PAPER MILL ROAD - NEWARK, DE 197113408302-239-0330theindependenceschool.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#001401k-$24.3M - 235 part#501Mixed-$383K - 85 lives

Benefits portfolio analytics

1 plan / $383K premiums / 85 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$320K
  • Dental$29K
  • Other$29K
  • Life$19K
  • Long-term disability$19K
  • Vision$5K
Total $383K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • HM LIFE INSURANCE COMPANY84%
  • AMERITAS LIFE INSURANCE CORP.8%
  • USABLE LIFE5%
  • HEALTHIEST YOU3%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Total $383K5 slices

Broker market share

Schedule A broker compensation

Split broker
49%top
  • IFS BENEFITS LLC49%
  • AP BENEFIT ADVISORS, LLC34%
  • HM CENTERED HEALTH INC16%
  • ASSUREDPARTNERS1%
Total $9K4 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

THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN

401k

Assets$24.3M
Participants235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE INDEPENDENCE SCHOOL, INC. EMPLOYEE BENEFIT PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$383K
Covered lives85
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN401k$24.3M2352025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE INDEPENDENCE SCHOOL, INC. EMPLOYEE BENEFIT PLANMixedHM LIFE INSURANCE COMPANY$383K852025
Retirement plans
Welfare plans
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