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Sponsor portfolioTH

SAINT MARYS SCHOOL

EIN 56-0532314-Educational Services-Latest filing 2024
Plans
2
Retirement
1
$20.4M assets
Welfare
1
$97K premiums
Participants
362
900 HILLSBOROUGH STREET - RALEIGH, NC 27603919-424-4127
Plans on this EIN
2 filings
#002403b-$20.4M - 266 part#503Fully Insured-$97K - 103 lives

Benefits portfolio analytics

1 plan / $97K premiums / 103 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$97K
  • Short-term disability$97K
  • Long-term disability$97K
  • Other$97K
Total $97K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • HARTFORD LIFE AND ACCIDENT100%
Total $97K1 slice

Broker market share

Schedule A broker compensation

Split broker
71%top
  • MARSH & MCLENNAN AGENCY LLC71%
  • MOSAIC GROUP SERVICES29%
Total $24K2 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

SAINT MARYS SCHOOL 403(B) RETIREMENT SAVINGS PLAN

403b

Assets$20.4M
Participants266
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

SAINT MARYS SCHOOL EMPLOYEE BENEFITS PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$97K
Covered lives103
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SAINT MARYS SCHOOL 403(B) RETIREMENT SAVINGS PLAN403b$20.4M2662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503SAINT MARYS SCHOOL EMPLOYEE BENEFITS PLANFully InsuredHARTFORD LIFE AND ACCIDENT$97K1032024
Retirement plans
Welfare plans
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