Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $73.4M assets / 853 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $1.2M premiums / 335 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
403(b)
Profit-sharing
Fully insured - STANDARD LIFE AND ACCIDENT INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | LAKE HIGHLAND PREPARATORY SCHOOL 403(B) PLAN | 403(b) | $42.0M | 445 | 2025 |
| #002 | LAKE HIGHLAND PREPARATORY SCHOOL, INC. | Profit-sharing | $31.4M | 408 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #505 | LAKE HIGHLAND PREPARATORY SCHOOL WELFARE BENEFITS PLAN | Fully insured | STANDARD LIFE AND ACCIDENT INSURANCE COMPANY | $1.2M | 335 | 2025 |