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  2. SAVANNAH COUNTRY DAY SCHOOL, INC.
Sponsor portfolioTH

SAVANNAH COUNTRY DAY SCHOOL, INC.

EIN 58-0655290-hospitality-Latest filing 2024
Plans
2
Retirement
1
$54.6M assets
Welfare
1
$657K premiums
Participants
738
824 STILLWOOD DRIVE - SAVANNAH, GA 314192643912-925-8800thesavannahcountryclub.comLinkedIn11-50 employeeshospitality
Plans on this EIN
2 filings
#002403b-$54.6M - 493 part#502Mixed-$657K - 245 lives

Benefits portfolio analytics

1 plan / $657K premiums / 245 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$422K
  • Life$234K
  • Other$234K
  • Dental$145K
  • Vision$145K
  • Long-term disability$89K
Total $657K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA64%
  • METROPOLITAN LIFE INSURANCE COMPANY22%
  • HARTFORD LIFE AND ACCIDENT14%
Total $657K3 slices

Broker market share

Schedule A broker compensation

Split broker
40%top
  • STERLING SEACREST PRITCHARD, INC.40%
  • ASSUREDPARTNERS30%
  • THE JAMES B OSWALD COMPANY28%
  • PLANSOURCE BENEFITS ADMINISTRATION2%
Total $33K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SAVANNAH COUNTRY DAY SCHOOL, INC. RETIREMENT PLAN TAX DEFERRED

403b

Assets$54.6M
Participants493
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SAVANNAH COUNTRY DAY SCHOOL, INC. GROUP WELFARE PLAN

Mixed - SUNLIFE ASSURANCE COMPANY OF CANADA

Premiums$657K
Covered lives245
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SAVANNAH COUNTRY DAY SCHOOL, INC. RETIREMENT PLAN TAX DEFERRED403b$54.6M4932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SAVANNAH COUNTRY DAY SCHOOL, INC. GROUP WELFARE PLANMixedSUNLIFE ASSURANCE COMPANY OF CANADA$657K2452024
Retirement plans
Welfare plans
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