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Sponsor portfolio

WESLEYAN SCHOOL, INC.

EIN 58-2147411-education management-Latest filing 2025
Plans
2
Retirement
1
$58.8M assets
Welfare
1
$163K premiums
Participants
694
5405 SPALDING DRIVE - PEACHTREE CORNERS, GA 30092770-448-7640wesleyanschool.orgLinkedIn201-500 employeeseducation management
Plans on this EIN
2 filings
#001403b-$58.8M - 454 part#501Mixed-$163K - 238 lives

Benefits portfolio analytics

1 plan / $163K premiums / 238 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$163K
  • Vision$163K
  • Life$163K
  • Long-term disability$163K
  • Other$163K
Total $163K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA100%
Total $163K1 slice

Broker market share

Schedule A broker compensation

Split broker
67%top
  • IMA, INC.67%
  • JAMES R NELLIGAN & ASSOCIATES LLC33%
Total $49K2 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

WESLEYAN SCHOOL RETIREMENT PLAN

403b

Assets$58.8M
Participants454
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WESLEYAN SCHOOL, INC. EMPLOYEE BENEFIT PLAN

Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$163K
Covered lives238
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WESLEYAN SCHOOL RETIREMENT PLAN403b$58.8M4542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WESLEYAN SCHOOL, INC. EMPLOYEE BENEFIT PLANMixedEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$163K2382025
Retirement plans
Welfare plans
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