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  2. LAKE HIGHLAND PREPARATORY SCHOOL
Sponsor portfolioTH

LAKE HIGHLAND PREPARATORY SCHOOL

EIN 59-0624431-primary/secondary education-Latest filing 2025
Plans
3
Retirement
2
$73.4M assets
Welfare
1
$1.2M premiums
Participants
1,188
901 HIGHLAND AVENUE - ORLANDO, FL 328033233407-206-1900lhps.orgLinkedIn201-500 employeesprimary/secondary education
Plans on this EIN
3 filings
#003403b-$42.0M - 445 part#002ProfitSharing-$31.4M - 408 part#505Fully Insured-$1.2M - 335 lives

Retirement portfolio analytics

2 plans aggregated / $73.4M assets / 853 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • PREPARATORY SCHOOL 403(B) (#003)57%
  • PREPARATORY SCHOOL, INC. (#002)43%
Total $73.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PREPARATORY SCHOOL 403(B) (#003)445
  • PREPARATORY SCHOOL, INC. (#002)408
Total 853Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 335 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$728K
  • Stop-loss$728K
  • Dental$173K
  • Vision$173K
  • Short-term disability$141K
  • Other$141K
  • +2 more
Total $1.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • THE STANDARD62%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY15%
  • AFLAC12%
  • STANDARD INSURANCE COMPANY11%
Total $1.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
36%top
  • SHARON LYNN SMITH36%
  • BROWN & BROWN INSURANCE SERVICES30%
  • THE PERRY GROUP INC5%
  • BARRY BEVERLY3%
  • A & M BONURA & ASSOCIATES INC3%
  • +3 more
Total $26K8 slices

Plan deep-dives

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

LAKE HIGHLAND PREPARATORY SCHOOL 403(B) PLAN

403b

Assets$42.0M
Participants445
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LAKE HIGHLAND PREPARATORY SCHOOL, INC.

ProfitSharing

Assets$31.4M
Participants408
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

LAKE HIGHLAND PREPARATORY SCHOOL WELFARE BENEFITS PLAN

Fully Insured - STANDARD LIFE AND ACCIDENT INSURANCE COMPANY

Premiums$1.2M
Covered lives335
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003LAKE HIGHLAND PREPARATORY SCHOOL 403(B) PLAN403b$42.0M4452025
002LAKE HIGHLAND PREPARATORY SCHOOL, INC.ProfitSharing$31.4M4082025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505LAKE HIGHLAND PREPARATORY SCHOOL WELFARE BENEFITS PLANFully InsuredSTANDARD LIFE AND ACCIDENT INSURANCE COMPANY$1.2M3352025
Retirement plans
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