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Sponsor portfolio

SPARTANBURG DAY SCHOOL

EIN 57-0371816-education management-Latest filing 2025
Plans
2
Retirement
1
$19.7M assets
Welfare
1
$67K premiums
Participants
375
1701 SKYLYN DRIVE - SPARTANBURG, SC 29307864-582-7539spartanburgdayschool.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#001403b-$19.7M - 248 part#501Mixed-$67K - 189 lives

Benefits portfolio analytics

1 plan / $67K premiums / 189 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$37K
  • Vision$37K
  • Other$18K
  • Life$12K
  • Long-term disability$12K
Total $67K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • AMERITAS LIFE INSURANCE CORP.56%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA44%
Total $67K2 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • MARSH & MCLENNAN AGENCY LLC80%
  • THE CASON GROUP INC20%
Total $12K2 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

SPARTANBURG DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$19.7M
Participants248
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE SPARTANBURG DAY SCHOOL HEALTH & WELFARE BENEFIT PLAN

Mixed - AMERITAS LIFE INSURANCE CORP

Premiums$67K
Covered lives189
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SPARTANBURG DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403b$19.7M2482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE SPARTANBURG DAY SCHOOL HEALTH & WELFARE BENEFIT PLANMixedAMERITAS LIFE INSURANCE CORP$67K1892025
Retirement plans
Welfare plans
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