Assets by plan
Share of aggregate retirement assets
Filings through .
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Elsie Whitlow Stokes Community Freedom Public Charter School
EIN 52-2094777primary/secondary educationLatest filing 2025
Plans
3
Retirement
2
$7.6M assets
Health & Benefits
1
$892K premiums
Participants
583
3700 OAKVIEW TERRACE - WASHINGTON, DC 200172521202-265-7237LinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $7.6M assets / 410 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $892K premiums / 180 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$731K
- Prescription drug$731K
- Life$79K
- Dental$73K
- Short-term disability$70K
- Long-term disability$70K
- +2 more
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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
ELSIE WHITLOW STOKES COMMUNITY FREEDOM PUBLIC CHARTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403(b)
Assets$4.6M
Participants260
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
ELSIE WHITLOW STOKES COMMUNITY FREEDOM PUBLIC CHARTER SCHOOL TAX DEFERRED ANNUITY RETIREMENT PLAN
403(b)
Assets$3.0M
Participants150
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
ELSIE WHITLOW STOKES PUBLIC CHARTER SCHOOL WELFARE BENEFIT PLAN
Fully insured - CAREFIRST BLUECHOICE, INC.
Premiums$892K
Covered lives180
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ELSIE WHITLOW STOKES COMMUNITY FREEDOM PUBLIC CHARTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | 403(b) | $4.6M | 260 | 2025 |
| #002 | ELSIE WHITLOW STOKES COMMUNITY FREEDOM PUBLIC CHARTER SCHOOL TAX DEFERRED ANNUITY RETIREMENT PLAN | 403(b) | $3.0M | 150 | 2025 |
- ELSIE WHITLOW STOKES COMMUNITY FREEDOM PUBLIC CHARTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN$4.6M#001 · 403(b) · 2025260
- ELSIE WHITLOW STOKES COMMUNITY FREEDOM PUBLIC CHARTER SCHOOL TAX DEFERRED ANNUITY RETIREMENT PLAN$3.0M#002 · 403(b) · 2025150
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | ELSIE WHITLOW STOKES PUBLIC CHARTER SCHOOL WELFARE BENEFIT PLAN | Fully insured | CAREFIRST BLUECHOICE, INC. | $892K | 180 | 2025 |
- #501 · Fully insured · CAREFIRST BLUECHOICE, INC. · 2025180
Retirement plans
Health & Benefits plans