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  2. DUKE SCHOOL
Sponsor portfolio

DUKE SCHOOL

EIN 58-1521494-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$11.1M assets
Welfare
1
$71K premiums
Participants
257
3716 ERWIN RD - DURHAM, NC 27705919-493-9857dukeschool.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#003401k-$11.1M - 156 part#502Fully Insured-$71K - 210 lives

Benefits portfolio analytics

1 plan / $71K premiums / 210 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$71K
  • Long-term disability$71K
Total $71K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $71K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $7K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

DUKE SCHOOL 401(K) PLAN

401k

Assets$11.1M
Participants156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

DUKE SCHOOL LIFE AND DISABILITY PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$71K
Covered lives210
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003DUKE SCHOOL 401(K) PLAN401k$11.1M1562025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502DUKE SCHOOL LIFE AND DISABILITY PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$71K2102025
Retirement plans
Welfare plans
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