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Sponsor portfolio

PALM BEACH DAY ACADEMY

EIN 59-0873834-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$36.2M assets
Welfare
1
$1.3M premiums
Participants
419
241 SEAVIEW AVENUE - PALM BEACH, FL 334804291561-655-1188pbday.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#002403b-$36.2M - 279 part#501Fully Insured-$1.3M - 330 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 330 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Other$139K
  • Dental$138K
  • Life$138K
  • Long-term disability$138K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • METROPOLITAN LIFE INSURANCE COMPANY11%
  • EYEMED VISION CARE1%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • MARSH & MCLENNAN AGENCY LLC67%
  • THE CLEDINAS AGENCY33%
  • BARRY OLFERN AND ASSOC. INC0%
Total $45K3 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

PALM BEACH DAY ACADEMY DC RETIREMENT PLAN

403b

Assets$36.2M
Participants279
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PALM BEACH DAY ACADEMY, INC. HEALTH & WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$1.3M
Covered lives330
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PALM BEACH DAY ACADEMY DC RETIREMENT PLAN403b$36.2M2792025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PALM BEACH DAY ACADEMY, INC. HEALTH & WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$1.3M3302025
Retirement plans
Welfare plans
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