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  2. The Education Trust
  • Benefits analytics
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Filings through Oct 24, 2026.

The Education Trust

EIN 52-1982223-Educational Services-Latest filing 2025
Plans
4
Retirement
1
$26.2M assets
Health & Benefits
3
$1.8M premiums
Participants
505
1501 K STREET NW, SUITE 200 - WASHINGTON, DC 200055935202-293-1217
Plans on this EIN
4 filings
#001403(b)-$26.2M - 361 part#505Mixed-$1.8M - 139 lives#503Fully insured-$57K - 0 lives#501Fully insured-$32K - 0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

THE EDUCATION TRUST, INC. 403(B) DEFINED CONTRIBUTION PLAN

403(b)

Assets$26.2M
Participants361
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505

THE EDUCATION TRUST HEALTH AND WELFARE PLAN

Mixed - CAREFIRST BLUE CHOICE, INC.

Premiums$1.8M
Covered lives139
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

THE EDUCATION TRUST, INC. LIFE AND STD INSURANCE PLAN

Fully insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$57K
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

THE EDUCATION TRUST, INC. LONG TERM DISABILITY INSURANCE PLAN

Fully insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$32K
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001THE EDUCATION TRUST, INC. 403(B) DEFINED CONTRIBUTION PLAN403(b)$26.2M3612025
  • THE EDUCATION TRUST, INC. 403(B) DEFINED CONTRIBUTION PLAN$26.2M
    #001 · 403(b) · 2025361

Health & Benefits plans

3 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest 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
  • THE EDUCATION TRUST HEALTH AND WELFARE PLAN$1.8M
    #505 · Mixed · CAREFIRST BLUE CHOICE, INC. · 2025139
  • THE EDUCATION TRUST, INC. LIFE AND STD INSURANCE PLAN$57K
    #503 · Fully insured · PRUDENTIAL INSURANCE COMPANY OF AMERICA · 20240
  • THE EDUCATION TRUST, INC. LONG TERM DISABILITY INSURANCE PLAN$32K
    #501 · Fully insured · PRUDENTIAL INSURANCE COMPANY OF AMERICA · 20240
Retirement plans
Health & Benefits plans

On this page

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  2. Plan summaries
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