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  2. MONTVERDE ACADEMY, INC.
Sponsor portfolioTH

MONTVERDE ACADEMY, INC.

EIN 59-0657329-education management-Latest filing 2025
Plans
3
Retirement
2
$20.1M assets
Welfare
1
$244K premiums
Participants
961
17235 7TH STREET - MONTVERDE, FL 34756407-469-2561montverde.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
3 filings
#002403b-$15.1M - 479 part#003403b-$5.0M - 193 part#501Mixed-$244K - 286 lives

Retirement portfolio analytics

2 plans aggregated / $20.1M assets / 672 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • ACADEMY RETIREMENT PLAN (#002)75%
  • ACADEMY TDA PLAN (#003)25%
Total $20.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ACADEMY RETIREMENT PLAN (#002)479
  • ACADEMY TDA PLAN (#003)193
Total 672Click row to drill in

Benefits portfolio analytics

1 plan / $244K premiums / 286 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$244K
  • Vision$244K
  • Life$244K
  • Short-term disability$244K
  • Long-term disability$244K
  • Other$244K
Total $244K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $244K1 slice

Broker market share

Schedule A broker compensation

Split broker
73%top
  • MCGRIFF INSURANCE SERVICES INC73%
  • MARSH & MCLENNAN AGENCY LLC27%
Total $40K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MONTVERDE ACADEMY RETIREMENT PLAN

403b

Assets$15.1M
Participants479
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MONTVERDE ACADEMY TDA PLAN

403b

Assets$5.0M
Participants193
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MONTVERDE ACADEMY, INC. HEALTH AND WELFARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$244K
Covered lives286
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MONTVERDE ACADEMY RETIREMENT PLAN403b$15.1M4792024
003MONTVERDE ACADEMY TDA PLAN403b$5.0M1932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MONTVERDE ACADEMY, INC. HEALTH AND WELFARE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$244K2862025
Retirement plans
Welfare plans
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