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Sponsor portfolio

TEACHING STRATEGIES, LLC

EIN 52-1608039-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$50.5M assets
Welfare
1
$5.9M premiums
Participants
971
80 M STREET, SE SUITE 1010 - WASHINGTON, DC 20003301-634-0818
Plans on this EIN
2 filings
#002401k-$50.5M - 558 part#501Fully Insured-$5.9M - 913 lives

Benefits portfolio analytics

1 plan / $5.9M premiums / 913 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.6M
  • Dental$5.6M
  • Vision$5.6M
  • Prescription drug$5.6M
  • Life$237K
  • Short-term disability$200K
  • +2 more
Total $5.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UNITEDHEALTHCARE INSURANCE COMPANY96%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY3%
  • MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY0%
  • HAWAII MEDICAL SERVICE ASSOCIATION0%
  • STANDARD INSURANCE COMPANY0%
Total $5.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • USI INSURANCE SERVICES LLC96%
  • ASSUREDPARTNERS3%
  • GABRIEL N. ISSA0%
  • CHRISTOPHER RADDIE0%
  • GREGORY L. COHN0%
  • +1 more
Total $206K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

TEACHING STRATEGIES, LLC PROFIT SHARING PLAN

401k

Assets$50.5M
Participants558
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TEACHING STRATEGIES, LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$5.9M
Covered lives913
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002TEACHING STRATEGIES, LLC PROFIT SHARING PLAN401k$50.5M5582025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TEACHING STRATEGIES, LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$5.9M9132025
Retirement plans
Welfare plans
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