Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Other$141K
- Life$136K
- Short-term disability$136K
- Long-term disability$136K
- Vision$7K
Sponsor portfolioTH
SOUTHERN REGIONAL EDUCATION BOARD
EIN 58-0566141public policyLatest filing 2025
Plans
2
Retirement
1
$56.1M assets
Welfare
1
$1.2M premiums
Participants
444
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 142 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- AETNA LIFE INSURANCE COMPANY81%
- LIFE INSURANCE COMPANY OF NORTH AMERICA11%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY7%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
97%top
- DIGITAL INSURANCE LLC97%
- ENROLLEASE3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SREB RETIREMENT PLAN
403b
Assets$56.1M
Participants330
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOUTHERN REGIONAL EDUCATION BOARD WELFARE BENEFIT PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$1.2M
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SREB RETIREMENT PLAN | 403b | $56.1M | 330 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOUTHERN REGIONAL EDUCATION BOARD WELFARE BENEFIT PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $1.2M | 142 | 2024 |
Retirement plans
Welfare plans