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Sponsor portfolioTH

GRAFTON SCHOOL INCORPORATED

EIN 54-0682401-Educational Services-Latest filing 2024
Plans
3
Retirement
2
$22.6M assets
Welfare
1
$784K premiums
Participants
1,724
3150 SHAWNEE DRIVE - WINCHESTER, VA 22601804-674-8888geekcoaches.comLinkedIn51-200 employees
Plans on this EIN
3 filings
#001401k-$20.3M - 1,007 part#002403b-$2.3M - 17 part#501Mixed-$784K - 874 lives

Retirement portfolio analytics

2 plans aggregated / $22.6M assets / 1,024 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • INC. 401K PLAN (#001)90%
  • SCHOOL, INCORPORATED 403(B) (#002)10%
Total $22.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
90%top
  • AMERICAN UNITED LIFE INSURANCE CO90%
  • (Not disclosed)10%
Total $22.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401K PLAN (#001)1,007
  • SCHOOL, INCORPORATED 403(B) (#002)17
Total 1,024Click row to drill in

Benefits portfolio analytics

1 plan / $784K premiums / 874 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$398K
  • Short-term disability$398K
  • Long-term disability$398K
  • Other$398K
  • Dental$332K
  • Vision$55K
Total $784K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY51%
  • METROPOLITAN LIFE INSURANCE COMPANY42%
  • UNITED HEALTHCARE INSURANCE COMPANY7%
Total $784K3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • ASSUREDPARTNERS97%
  • PLANSOURCE BENEFITS ADMINISTRATION3%
Total $81K2 slices

Plan deep-dives

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

GRAFTON SCHOOL, INC. 401K PLAN

401k

Assets$20.3M
Participants1,007
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GRAFTON SCHOOL, INCORPORATED 403(B) PLAN

403b

Assets$2.3M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GRAFTON SCHOOL, INC. EMPLOYEE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$784K
Covered lives874
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GRAFTON SCHOOL, INC. 401K PLAN401k$20.3M1,0072024
002GRAFTON SCHOOL, INCORPORATED 403(B) PLAN403b$2.3M172024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GRAFTON SCHOOL, INC. EMPLOYEE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$784K8742024
Retirement plans
Welfare plans
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