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Sponsor portfolio

THE EDUCATION TRUST

EIN 52-1982223-Latest filing 2025
Plans
4
Retirement
1
$22.3M assets
Welfare
3
$1.8M premiums
Participants
507
1501 K STREET, NW, SUITE 200 - WASHINGTON, DC 20005202-293-1217
Plans on this EIN
4 filings
#001403b-$22.3M - 363 part#505Mixed-$1.8M - 139 lives#503Fully Insured-$57K - 0 lives#501Fully Insured-$32K - 0 lives

Benefits portfolio analytics

3 plans / $1.8M premiums / 139 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Dental$89K
  • Other$82K
  • Life$62K
  • Long-term disability$62K
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • UNITED CONCORDIA INSURANCE COMPANY5%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA4%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • +1 more
Total $1.8M6 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • CBIZ BENEFITS & INSURANCE SERVICES100%
  • IMG0%
Total $117K2 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 EDUCATION TRUST, INC. 403(B) DEFINED CONTRIBUTION PLAN

403b

Assets$22.3M
Participants363
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

THE EDUCATION TRUST HEALTH AND WELFARE PLAN

Mixed - CAREFIRST BLUE CHOICE, INC.

Premiums$1.8M
Covered lives139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

THE EDUCATION TRUST, INC. LIFE AND STD INSURANCE PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$57K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

THE EDUCATION TRUST, INC. LONG TERM DISABILITY INSURANCE PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$32K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE EDUCATION TRUST, INC. 403(B) DEFINED CONTRIBUTION PLAN403b$22.3M3632024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
505THE EDUCATION TRUST HEALTH AND WELFARE PLANMixedCAREFIRST BLUE CHOICE, INC.$1.8M1392025
503THE EDUCATION TRUST, INC. LIFE AND STD INSURANCE PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$57K02024
501THE EDUCATION TRUST, INC. LONG TERM DISABILITY INSURANCE PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$32K02024
Retirement plans
Welfare plans
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