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  2. ALFRED B. MACLAY, JR. DAY SCHOOL
Sponsor portfolioTH

ALFRED B. MACLAY, JR. DAY SCHOOL

EIN 59-1217750-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$18.3M assets
Welfare
1
$1.7M premiums
Participants
550
3737 NORTH MERIDIAN ROAD - TALLAHASSEE, FL 32312850-893-2138
Plans on this EIN
2 filings
#001403b-$18.3M - 386 part#501Fully Insured-$1.7M - 185 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 185 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Dental$89K
  • Vision$89K
  • Life$89K
  • Short-term disability$89K
  • +2 more
Total $1.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • CAPITAL ADVANTAGE ASSURANCE COMPANY95%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA5%
Total $1.7M2 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • CHARLES LEE ARLEDGE81%
  • USI INSURANCE SERVICES LLC16%
  • VELOCITY BENEFITS3%
Total $80K3 slices

Plan deep-dives

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

ALFRED B. MACLAY, JR. DAY SCHOOL RETIREMENT PLAN

403b

Assets$18.3M
Participants386
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MACLAY SCHOOL HEALTH AND WELFARE PLAN

Fully Insured - CAPITAL HEALTH PLAN

Premiums$1.7M
Covered lives185
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALFRED B. MACLAY, JR. DAY SCHOOL RETIREMENT PLAN403b$18.3M3862025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MACLAY SCHOOL HEALTH AND WELFARE PLANFully InsuredCAPITAL HEALTH PLAN$1.7M1852025
Retirement plans
Welfare plans
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