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Sponsor portfolioTH

ELSIE WHITLOW STOKES PUBLIC CHARTER SCHOOL

EIN 52-2094777-primary/secondary education-Latest filing 2025
Plans
3
Retirement
2
$6.3M assets
Welfare
1
$892K premiums
Participants
561
3700 OAKVIEW TERRACE NE - WASHINGTON, DC 200172521202-265-7237LinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
3 filings
#001403b-$3.8M - 237 part#002403b-$2.5M - 151 part#501Fully Insured-$892K - 180 lives

Retirement portfolio analytics

2 plans aggregated / $6.3M assets / 388 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • CONTRIBUTION RETIREMENT PLAN (#001)61%
  • ANNUITY RETIREMENT PLAN (#002)39%
Total $6.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#001)237
  • ANNUITY RETIREMENT PLAN (#002)151
Total 388Click row to drill in

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
Total $892K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • BLUE CROSS OF CALIFORNIA82%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA9%
  • STARMOUNT LIFE INSURANCE COMPANY8%
  • NGL1%
Total $892K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $65K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ELSIE WHITLOW STOKES COMMUNITY FREEDOM PUBLIC CHARTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$3.8M
Participants237
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ELSIE WHITLOW STOKES COMMUNITY FREEDOM PUBLIC CHARTER SCHOOL TAX DEFERRED ANNUITY RETIREMENT PLAN

403b

Assets$2.5M
Participants151
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ELSIE WHITLOW STOKES PUBLIC CHARTER SCHOOL WELFARE BENEFIT PLAN

Fully Insured - CAREFIRST BLUECHOICE, INC.

Premiums$892K
Covered lives180
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ELSIE WHITLOW STOKES COMMUNITY FREEDOM PUBLIC CHARTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403b$3.8M2372024
002ELSIE WHITLOW STOKES COMMUNITY FREEDOM PUBLIC CHARTER SCHOOL TAX DEFERRED ANNUITY RETIREMENT PLAN403b$2.5M1512024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ELSIE WHITLOW STOKES PUBLIC CHARTER SCHOOL WELFARE BENEFIT PLANFully InsuredCAREFIRST BLUECHOICE, INC.$892K1802025
Retirement plans
Welfare plans
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