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Sponsor portfolioTH

FORSYTH COUNTRY DAY SCHOOL

EIN 56-0940956-Educational Services-Latest filing 2024
Plans
3
Retirement
1
$35.4M assets
Welfare
2
$219K premiums
Participants
834
P.O. BOX 549 - LEWISVILLE, NC 270230549336-945-3151
Plans on this EIN
3 filings
#001403b-$35.4M - 479 part#502Mixed-$219K - 245 lives#503Unknown-0 lives

Benefits portfolio analytics

2 plans / $219K premiums / 245 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$119K
  • Life$83K
  • Short-term disability$83K
  • Long-term disability$83K
  • Other$83K
  • Vision$17K
Total $219K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • DELTA DENTAL OF CALIFORNIA54%
  • AMERICAN UNITED LIFE INSURANCE COMPANY38%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
Total $219K3 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • MCGRIFF INSURANCE SERVICES INC83%
  • THE BENEFIT COMPANY INC17%
Total $32K2 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

FORSYTH COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RE

403b

Assets$35.4M
Participants479
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

FORSYTH COUNTRY DAY SCHOOL, INC. SECTION 125 CAFETERIA PLAN

Mixed - DELTA DENTAL OF NORTH CAROLINA

Premiums$219K
Covered lives245
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

FORSYTH COUNTRY DAY SCHOOL SECTION 105 HEALTH REIMBURSEMENT PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FORSYTH COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RE403b$35.4M4792024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502FORSYTH COUNTRY DAY SCHOOL, INC. SECTION 125 CAFETERIA PLANMixedDELTA DENTAL OF NORTH CAROLINA$219K2452024
503FORSYTH COUNTRY DAY SCHOOL SECTION 105 HEALTH REIMBURSEMENT PLANUnknown-$002024
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