Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.8M
- Life$94K
- Long-term disability$58K
- Other$47K
- Vision$26K
- Short-term disability$19K
Sponsor portfolioTH
PROVIDENCE DAY SCHOOL, INC
EIN 56-0952382Educational ServicesLatest filing 2025
Plans
2
Retirement
1
$76.3M assets
Welfare
1
$4.0M premiums
Participants
963
5800 SARDIS ROAD - CHARLOTTE, NC 28270704-887-6014
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.0M premiums / 416 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY94%
- LIFE INSURANCE COMPANY OF NORTH AMERICA4%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- COMMUNITY EYE CARE1%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Broker market share
Schedule A broker compensation
99%top
- MARSH & MCLENNAN AGENCY LLC99%
- ANN M PALMER0%
- USI INSURANCE SERVICES LLC0%
- GOODRUM, PHILLIP, PORTER0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PROVIDENCE DAY SCHOOL DEFINED CONTRIBUTION PLAN
403b
Assets$76.3M
Participants594
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
PROVIDENCE DAY SCHOOL, INC. WELFARE BENEFIT PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$4.0M
Covered lives416
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PROVIDENCE DAY SCHOOL DEFINED CONTRIBUTION PLAN | 403b | $76.3M | 594 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | PROVIDENCE DAY SCHOOL, INC. WELFARE BENEFIT PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $4.0M | 416 | 2025 |
Retirement plans
Welfare plans