PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ATLANTA INTERNATIONAL SCHOOL
Sponsor portfolio

ATLANTA INTERNATIONAL SCHOOL

EIN 58-1581116-education management-Latest filing 2025
Plans
2
Retirement
1
$43.3M assets
Welfare
1
$260K premiums
Participants
765
2890 NORTH FULTON DRIVE NE - ATLANTA, GA 30305404-841-3840aischool.orgLinkedIn201-500 employeeseducation management
Plans on this EIN
2 filings
#001403b-$43.3M - 470 part#502Mixed-$260K - 278 lives

Benefits portfolio analytics

1 plan / $260K premiums / 278 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$260K
  • Other$260K
  • Health$250K
  • Vision$250K
  • Short-term disability$250K
  • Long-term disability$250K
Total $260K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA96%
  • TRUSTMARK INSURANCE COMPANY4%
Total $260K2 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • RESECO INSURANCE ADVISORS LLC98%
  • FILIPE COELHO2%
  • THE BIA GROUP LLC0%
Total $45K3 slices

Plan deep-dives

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

ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN

403b

Assets$43.3M
Participants470
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ATLANTA INTERNATIONAL SCHOOL EMPLOYEE BENEFITS PLAN

Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$260K
Covered lives278
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN403b$43.3M4702024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ATLANTA INTERNATIONAL SCHOOL EMPLOYEE BENEFITS PLANMixedEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$260K2782025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica