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Sponsor portfolio

CAROLINA DAY SCHOOL

EIN 56-0125490-Latest filing 2025
Plans
2
Retirement
1
$16.2M assets
Welfare
1
$184K premiums
Participants
476
1345 HENDERSONVILLE ROAD - ASHEVILLE, NC 28803828-210-9165
Plans on this EIN
2 filings
#001403b-$16.2M - 339 part#501Mixed-$184K - 265 lives

Benefits portfolio analytics

1 plan / $184K premiums / 265 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$123K
  • Other$24K
  • Long-term disability$19K
  • Life$18K
  • Short-term disability$8K
Total $184K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • DELTA DENTAL OF CALIFORNIA66%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA26%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • TELADOC3%
  • COMMUNITY EYE CARE0%
Total $184K5 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • JAMES A SCOTT & SON INC90%
  • WATCHTOWER TECHNOLOGIES INC4%
  • MARSH & MCLENNAN AGENCY LLC4%
  • WATCHTOWWER TECHNOLOGIES INC DBA TH1%
  • WATCHTOWER BENEFITS, LLC1%
  • +1 more
Total $22K6 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

CAROLINA DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$16.2M
Participants339
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAROLINA DAY SCHOOL EMPLOYEE BENEFITS PLAN

Mixed - DELTA DENTAL OF NORTH CAROLINA

Premiums$184K
Covered lives265
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAROLINA DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403b$16.2M3392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAROLINA DAY SCHOOL EMPLOYEE BENEFITS PLANMixedDELTA DENTAL OF NORTH CAROLINA$184K2652025
Retirement plans
Welfare plans
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