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Sponsor portfolio

BRITISH SCHOOL OF AMERICA

EIN 52-2106775-Educational Services-Latest filing 2024
Plans
2
Retirement
1
$31.1M assets
Welfare
1
$867K premiums
Participants
1,151
1111 BRICKELL AVE, SUITE 2625 - MIAMI, FL 33131877-637-4827
Plans on this EIN
2 filings
#002401k-$31.1M - 1,151 part#501Mixed-$867K - 2,959 lives

Benefits portfolio analytics

1 plan / $867K premiums / 2,959 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$776K
  • Dental$663K
  • Life$663K
  • Short-term disability$663K
  • Long-term disability$663K
  • Vision$90K
Total $867K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • METROPOLITAN LIFE INSURANCE COMPANY77%
  • AFLAC13%
  • EYEMED VISION CARE10%
Total $867K3 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • MERCER HEALTH AND BENEFITS, LLC74%
  • LOCKTON COMPANIES, LLC26%
Total $45K2 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

BRITISH SCHOOL OF WASHINGTON 401(K) PROFIT SHARING PLAN & TRU

401k

Assets$31.1M
Participants1,151
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BRITISH SCHOOL OF AMERICA, LLC WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$867K
Covered lives2,959
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BRITISH SCHOOL OF WASHINGTON 401(K) PROFIT SHARING PLAN & TRU401k$31.1M1,1512024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BRITISH SCHOOL OF AMERICA, LLC WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$867K2,9592024
Retirement plans
Welfare plans
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