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 / $139.3M assets / 1,519 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $459K premiums / 753 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)
Money purchase
Mixed - NATIONAL GUARDIAN LIFE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | PINE CREST PREPARATORY SCHOOL, INC. 403(B) PLAN | 403(b) | $71.4M | 803 | 2025 |
| #003 | PINE CREST PREPARATORY SCHOOL, INC. MONEY PURCHASE PENSION PLAN | Money purchase | $68.0M | 716 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #530 | PINE CREST PREPARATORY SCHOOL, INC. EMPLOYEE BENEFIT PLAN | Mixed | NATIONAL GUARDIAN LIFE INSURANCE COMPANY | $459K | 753 | 2025 |