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  2. CANTERBURY SCHOOL INC.
Sponsor portfolio

CANTERBURY SCHOOL INC.

EIN 59-1058089-Latest filing 2025
Plans
2
Retirement
1
$17.0M assets
Welfare
1
$1.5M premiums
Participants
443
8141 COLLEGE PARKWAY - FORT MYERS, FL 33919239-481-4323
Plans on this EIN
2 filings
#001403b-$17.0M - 271 part#502Fully Insured-$1.5M - 176 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 176 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$110K
  • Vision$110K
  • Life$53K
  • Short-term disability$53K
  • Long-term disability$53K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY97%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • DIGITAL INSURANCE LLC100%
Total $71K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CANTERBURY SCHOOL 403(B) RETIREMENT PLAN

403b

Assets$17.0M
Participants271
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CANTERBURY SCHOOL CAFETERIA PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.5M
Covered lives176
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CANTERBURY SCHOOL 403(B) RETIREMENT PLAN403b$17.0M2712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CANTERBURY SCHOOL CAFETERIA PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.5M1762025
Retirement plans
Welfare plans
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