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Sponsor portfolio

THE WALKER SCHOOL INC

EIN 58-0940220-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$30.8M assets
Welfare
1
$236K premiums
Participants
567
700 COBB PARKWAY NORTH - MARIETTA, GA 30062770-427-2689thewalkerschool.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$30.8M - 388 part#501Mixed-$236K - 267 lives

Benefits portfolio analytics

1 plan / $236K premiums / 267 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$148K
  • Life$42K
  • Other$42K
  • Long-term disability$29K
  • Vision$17K
Total $236K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • UNITED CONCORDIA INSURANCE COMPANY63%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY30%
  • EYEMED VISION CARE7%
Total $236K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
Total $30K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE WALKER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$30.8M
Participants388
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE WALKER SCHOOL WELFARE BENEFIT PLAN

Mixed - UNITED CONCORDIA INSURANCE COMPANY

Premiums$236K
Covered lives267
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE WALKER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403b$30.8M3882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE WALKER SCHOOL WELFARE BENEFIT PLANMixedUNITED CONCORDIA INSURANCE COMPANY$236K2672025
Retirement plans
Welfare plans
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