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Sponsor portfolioTH

PORTER-GAUD SCHOOL

EIN 57-0342032-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$53.8M assets
Welfare
1
$410K premiums
Participants
889
300 ALBEMARLE ROAD - CHARLESTON, SC 29407843-402-4835portergaud.eduLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$53.8M - 601 part#501Mixed-$410K - 437 lives

Benefits portfolio analytics

1 plan / $410K premiums / 437 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$207K
  • Other$207K
  • Dental$172K
  • Long-term disability$157K
  • Vision$31K
Total $410K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA50%
  • STARMOUNT LIFE INSURANCE COMPANY42%
  • AMERITAS LIFE INSURANCE CORP.8%
Total $410K3 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • MARSH & MCLENNAN AGENCY LLC90%
  • PLANSOURCE BENEFIT ADMINISTRATION10%
Total $79K2 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

PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$53.8M
Participants601
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PORTER-GAUD SCHOOL WELFARE BENEFIT PLAN

Mixed - STARMOUNT LIFE INSURANCE COMPANY

Premiums$410K
Covered lives437
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403b$53.8M6012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PORTER-GAUD SCHOOL WELFARE BENEFIT PLANMixedSTARMOUNT LIFE INSURANCE COMPANY$410K4372025
Retirement plans
Welfare plans
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