Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Dental$1.3M
- Prescription drug$1.3M
- Other$38K
- Life$35K
- Long-term disability$35K
- +1 more
Sponsor portfolio
CAROLINA FRIENDS SCHOOL, INC.
EIN 56-0812560education managementLatest filing 2025
Plans
2
Retirement
1
$23.8M assets
Welfare
1
$1.3M premiums
Participants
352
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 122 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY97%
- AMERICAN UNITED LIFE INSURANCE COMPANY3%
- BLUE CROSS OF CALIFORNIA1%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
98%top
- GALLAGHER BENEFIT SERVICES, INC.98%
- WILLIAM WALTON1%
- AMERICAN UNITED LIFE1%
- THE CASON GROUP INC0%
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 FRIENDS SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN
403b
Assets$23.8M
Participants253
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAROLINA FRIENDS SCHOOL, INC. HEALTH AND WELFARE PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.3M
Covered lives122
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAROLINA FRIENDS SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | 403b | $23.8M | 253 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CAROLINA FRIENDS SCHOOL, INC. HEALTH AND WELFARE PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.3M | 122 | 2025 |
Retirement plans
Welfare plans