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  2. CARLOS ROSARIO INTERNATIONAL PUBLIC CHARTER SCHOOL, INC.
Sponsor portfolioTH

CARLOS ROSARIO INTERNATIONAL PUBLIC CHARTER SCHOOL, INC.

EIN 52-2157082-education management-Latest filing 2025
Plans
2
Retirement
1
$22.0M assets
Welfare
1
$2.1M premiums
Participants
440
1100 HARVARD STREET, NW - WASHINGTON, DC 20009202-797-4700carlosrosario.orgLinkedIn201-500 employeeseducation management
Plans on this EIN
2 filings
#003401k-$22.0M - 279 part#502Fully Insured-$2.1M - 207 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 207 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Dental$2.0M
  • Vision$2.0M
  • Prescription drug$2.0M
  • Other$153K
  • Life$148K
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA7%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $2.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • FINANCIAL BENEFITS CONSULTING, LLC74%
  • AP BENEFIT ADVISORS, LLC18%
  • GIS BENEFITS INC5%
  • DANIEL LEROY, CFP1%
  • EDDIE PETERS1%
  • +2 more
Total $157K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

CARLOS ROSARIO INTERNATIONAL PUBLIC CHARTER SCHOOL, INC. 401(K) RETIREMENT PLAN

401k

Assets$22.0M
Participants279
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CARLOS ROSARIO INTERNATIONAL PUBLIC CHARTER SCHOOL EMPLOYEE BENEFITS PLAN

Fully Insured - CAREFIRST BLUECHOICE, INC.

Premiums$2.1M
Covered lives207
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003CARLOS ROSARIO INTERNATIONAL PUBLIC CHARTER SCHOOL, INC. 401(K) RETIREMENT PLAN401k$22.0M2792025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CARLOS ROSARIO INTERNATIONAL PUBLIC CHARTER SCHOOL EMPLOYEE BENEFITS PLANFully InsuredCAREFIRST BLUECHOICE, INC.$2.1M2072025
Retirement plans
Welfare plans
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