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  2. FIRST STUDENT, INC.
Sponsor portfolio

FIRST STUDENT, INC.

EIN 52-2205403-Latest filing 2025
Plans
3
Retirement
2
$422.0M assets
Welfare
1
$24.8M premiums
Participants
104,954
191 ROSA PARKS STREET, 8TH FLOOR - CINCINNATI, OH 45202513-241-2200
Plans on this EIN
3 filings
#002401k-$328.2M - 51,842 part#001TraditionalDB-$93.8M - 2,216 part#501Fully Insured-$24.8M - 48,161 lives

Retirement portfolio analytics

2 plans aggregated / $422.0M assets / 54,058 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • INC. RETIREMENT Savings (#002)78%
  • AMERICA, INC. PENSION (#001)22%
Total $422.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT Savings (#002)51,842
  • AMERICA, INC. PENSION (#001)2,216
Total 54,058Click row to drill in

Benefits portfolio analytics

1 plan / $24.8M premiums / 48,161 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$13.2M
  • Life$3.8M
  • Other$3.6M
  • Short-term disability$2.4M
  • Dental$2.0M
  • Stop-loss$1.6M
  • +3 more
Total $24.8M9 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • KAISER FOUNDATION HEALTH PLAN INC45%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY27%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY8%
  • PAN-AMERICAN LIFE INSURANCE COMPANY6%
  • VISION SERVICE PLAN6%
  • +3 more
Total $24.8M8 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • FIDELITY HEALTH INSURANCE SERVICES95%
  • HUB INTERNATIONAL MIDWEST LIMITED3%
  • LIFETIME BENEFIT SOLUTIONS, INC.1%
  • FIDELITY HEALH INSURANCE1%
Total $430K4 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

FIRST STUDENT, INC. RETIREMENT SAVINGS PLAN

401k

Assets$328.2M
Participants51,842
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FIRSTGROUP AMERICA, INC. PENSION PLAN

TraditionalDB

Assets$93.8M
Participants2,216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIRSTGROUP AMERICA, INC. HEALTH & WELFARE PLAN

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$24.8M
Covered lives48,161
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FIRST STUDENT, INC. RETIREMENT SAVINGS PLAN401k$328.2M51,8422024
001FIRSTGROUP AMERICA, INC. PENSION PLANTraditionalDB$93.8M2,2162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIRSTGROUP AMERICA, INC. HEALTH & WELFARE PLANFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$24.8M48,1612025
Retirement plans
Welfare plans
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