Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$868K
- Dental$868K
- Vision$868K
- Prescription drug$868K
- Life$62K
- Short-term disability$62K
- +2 more
Sponsor portfolio
GEORGE WALTON ACADEMY, INC.
EIN 58-1077042primary/secondary educationLatest filing 2025
Plans
2
Retirement
1
$18.8M assets
Welfare
1
$931K premiums
Participants
345
ONE BULLDOG DRIVE - MONROE, GA 30655770-267-7578gwalton.comLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $931K premiums / 142 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- UNITED OF OMAHA LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
77%top
- IMA, INC.77%
- THE BENEFIT COMPANY INC23%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
GEORGE WALTON ACADEMY 403(B) DC PLAN
403b
Assets$18.8M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
GEORGE WALTON ACADEMY, INC. HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.
Premiums$931K
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GEORGE WALTON ACADEMY 403(B) DC PLAN | 403b | $18.8M | 218 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | GEORGE WALTON ACADEMY, INC. HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | $931K | 142 | 2025 |
Retirement plans
Welfare plans