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  2. EPISCOPAL DAY PRIVATE SCHOOL OF MANATEE COUNTY, INC.
Sponsor portfolioTH

EPISCOPAL DAY PRIVATE SCHOOL OF MANATEE COUNTY, INC.

EIN 59-1301635-Latest filing 2025
Plans
2
Retirement
1
$16.9M assets
Welfare
1
$179K premiums
Participants
415
315 41ST ST W - BRADENTON, FL 342092943941-746-2121
Plans on this EIN
2 filings
#002403b-$16.9M - 263 part#501Fully Insured-$179K - 148 lives

Benefits portfolio analytics

1 plan / $179K premiums / 148 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$91K
  • Other$38K
  • Life$27K
  • Long-term disability$25K
  • Short-term disability$17K
  • Vision$8K
Total $179K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • DELTA DENTAL OF CALIFORNIA51%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY38%
  • AFLAC6%
  • EYE MED5%
Total $179K4 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • MCGRIFF INSURANCE SERVICES INC63%
  • LOCKTON COMPANIES, LLC30%
  • EXPLAIN MY BENEFITS LLC6%
Total $18K3 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

ST. STEPHEN'S EPISCOPAL SCHOOL RETIREMENT PLAN

403b

Assets$16.9M
Participants263
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAINT STEPHEN'S SCHOOL FLEXIBLE

Fully Insured - DELTA DENTAL INSURANCE COMPANY

Premiums$179K
Covered lives148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ST. STEPHEN'S EPISCOPAL SCHOOL RETIREMENT PLAN403b$16.9M2632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAINT STEPHEN'S SCHOOL FLEXIBLEFully InsuredDELTA DENTAL INSURANCE COMPANY$179K1482025
Retirement plans
Welfare plans
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