PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Pine Crest Preparatory School, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Pine Crest Preparatory School, Inc.

EIN 59-0861374-Educational Services-Latest filing 2025
Plans
3
Retirement
2
$139.3M assets
Health & Benefits
1
$459K premiums
Participants
2,187
1501 NORTHEAST 62ND STREET - FORT LAUDERDALE, FL 33334954-492-4162
Plans on this EIN
3 filings
#004403(b)-$71.4M - 803 part#003Money purchase-$68.0M - 716 part#530Mixed-$459K - 753 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $139.3M assets / 1,519 participants

Assets by plan

Share of aggregate retirement assets

  • SCHOOL, INC. 403(B) (#004)$71.4M
  • MONEY PURCHASE PENSION (#003)$68.0M
Total $139.3MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • TIAA$139.3M
Total $139.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • SCHOOL, INC. 403(B) (#004)803
  • MONEY PURCHASE PENSION (#003)716
Total 1,519Select a row to open it

Benefits portfolio analytics

1 plan / $459K premiums / 753 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$271K
  • Vision$271K
  • Life$160K
  • Other$160K
  • Long-term disability$119K
Total $431K5 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#004

PINE CREST PREPARATORY SCHOOL, INC. 403(B) PLAN

403(b)

Assets$71.4M
Participants803
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

PINE CREST PREPARATORY SCHOOL, INC. MONEY PURCHASE PENSION PLAN

Money purchase

Assets$68.0M
Participants716
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#530

PINE CREST PREPARATORY SCHOOL, INC. EMPLOYEE BENEFIT PLAN

Mixed - NATIONAL GUARDIAN LIFE INSURANCE COMPANY

Premiums$459K
Covered lives753
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#004PINE CREST PREPARATORY SCHOOL, INC. 403(B) PLAN403(b)$71.4M8032025
#003PINE CREST PREPARATORY SCHOOL, INC. MONEY PURCHASE PENSION PLANMoney purchase$68.0M7162025
  • PINE CREST PREPARATORY SCHOOL, INC. 403(B) PLAN$71.4M
    #004 · 403(b) · 2025803
  • PINE CREST PREPARATORY SCHOOL, INC. MONEY PURCHASE PENSION PLAN$68.0M
    #003 · Money purchase · 2025716

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#530PINE CREST PREPARATORY SCHOOL, INC. EMPLOYEE BENEFIT PLANMixedNATIONAL GUARDIAN LIFE INSURANCE COMPANY$459K7532025
  • PINE CREST PREPARATORY SCHOOL, INC. EMPLOYEE BENEFIT PLAN$459K
    #530 · Mixed · NATIONAL GUARDIAN LIFE INSURANCE COMPANY · 2025753
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica