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Sponsor portfolioTH

THE STEWARD SCHOOL CORPORATION

EIN 54-0914765-education management-Latest filing 2025
Plans
3
Retirement
1
$21.4M assets
Welfare
2
$135K premiums
Participants
539
11600 GAYTON ROAD - RICHMOND, VA 23238804-740-3394stewardschool.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
3 filings
#001403b-$21.4M - 277 part#501Mixed-$78K - 119 lives#502Fully Insured-$57K - 150 lives

Benefits portfolio analytics

2 plans / $135K premiums / 269 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$69K
  • Life$30K
  • Other$30K
  • Long-term disability$26K
  • Vision$10K
  • Short-term disability$571
Total $135K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $135K2 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • MID-STATE INSURANCE AGENCY INC87%
  • UNITED OF OMAHA LIFE INSURANCE CO13%
Total $20K2 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

THE STEWARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$21.4M
Participants277
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE STEWARD SCHOOL MEDICAL PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$78K
Covered lives119
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

THE STEWARD SCHOOL LIFE AND AD&D

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$57K
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE STEWARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403b$21.4M2772025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE STEWARD SCHOOL MEDICAL PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$78K1192025
502THE STEWARD SCHOOL LIFE AND AD&DFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$57K1502025
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