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Sponsor portfolio

JESUIT HIGH SCHOOL OF TAMPA INC

EIN 59-0914207-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$11.0M assets
Welfare
1
$74K premiums
Participants
363
4701 NORTH HIMES AVENUE - TAMPA, FL 33614813-877-5344
Plans on this EIN
2 filings
#002ProfitSharing-$11.0M - 241 part#501Mixed-$74K - 172 lives

Benefits portfolio analytics

1 plan / $74K premiums / 172 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$45K
  • Life$27K
  • Long-term disability$14K
  • Vision$10K
  • Short-term disability$6K
Total $74K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY86%
  • PRINCIPAL LIFE INSURANCE COMPANY14%
Total $74K2 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • MARSH & MCLENNAN AGENCY LLC63%
  • LASSITER WARE24%
  • ACRISURE LLC9%
  • GA SOLUTIONS LLC4%
Total $14K4 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

JESUIT HIGH SCHOOL RETIREMENT PLAN

ProfitSharing

Assets$11.0M
Participants241
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JESUIT HIGH SCHOOL OF TAMPA INC. EMPLOYEE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$74K
Covered lives172
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002JESUIT HIGH SCHOOL RETIREMENT PLANProfitSharing$11.0M2412025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JESUIT HIGH SCHOOL OF TAMPA INC. EMPLOYEE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$74K1722025
Retirement plans
Welfare plans
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