Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$238K
- Life$148K
- Vision$19K
Sponsor portfolioTH
THE BOLLES SCHOOL
EIN 59-0637814education managementLatest filing 2025
Plans
2
Retirement
1
$68.9M assets
Welfare
1
$606K premiums
Participants
627
7400 SAN JOSE BLVD - JACKSONVILLE, FL 322173430904-733-9292bolles.orgLinkedIn201-500 employeeseducation management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $606K premiums / 288 covered livesCarrier market share
Premium dollars by Schedule A carrier
39%top
- INDEPENDENT COLLEGES AND UNIVERSITIES BENEFITS ASSN.39%
- COMBINED INSURANCE COMPANY OF AMERICA33%
- HARTFORD LIFE AND ACCIDENT24%
- EYEMED VISION CARE3%
Broker market share
Schedule A broker compensation
99%top
- MFB FINANCIAL INC99%
- LOCKTON COMPANIES, LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE BOLLES SCHOOL RETIREMENT PLAN
403b
Assets$68.9M
Participants349
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#519
THE BOLLES SCHOOL WELFARE BENEFITS PLAN
Mixed - FLORIDA COMBINED LIFE
Premiums$606K
Covered lives288
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE BOLLES SCHOOL RETIREMENT PLAN | 403b | $68.9M | 349 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 519 | THE BOLLES SCHOOL WELFARE BENEFITS PLAN | Mixed | FLORIDA COMBINED LIFE | $606K | 288 | 2025 |
Retirement plans
Welfare plans