Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
508	TAMPA PREPARATORY SCHOOL LIFE AND DISABILITY PLAN	Fully Insured	SUN LIFE ASSURANCE COMPANY OF CANADA	$128K	126	2025
502	TAMPA PREPARATORY SCHOOL, INC.	Fully Insured	GUARDIAN LIFE INSURANCE COMPANY OF AMERICA	$81K	237	2025

Retirement plans

Welfare plans

Sponsor portfolioTH

TAMPA PREPARATORY SCHOOL, INC.

EIN 59-1618607education managementLatest filing 2025

Plans

Retirement

$24.7M assets

Welfare

$209K premiums

Participants

458

727 WEST CASS STREET - TAMPA, FL 33606813-251-8481tampaprep.orgLinkedIn51-200 employeeseducation management

Plans on this EIN

3 filings

#001403b-$24.7M - 210 part #508Fully Insured-$128K - 126 lives #502Fully Insured-$81K - 237 lives

Benefits portfolio analytics

2 plans / $209K premiums / 363 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Life$128K
Short-term disability$128K
Long-term disability$128K
Other$128K
Dental$81K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

61%top

SUN LIFE ASSURANCE COMPANY OF CANADA61%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA39%
METROPOLITAN LIFE INSURANCE COMPANY0%

Broker market share

Schedule A broker compensation

Split broker

80%top

ISM INSURANCE INC80%
ALLIANT INSURANCE SERVICES, INC.20%

Plan deep-dives

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

Retirement#001

TAMPA PREPARATORY SCHOOL TIAA-CREF RETIREMENT PLAN

403b

Assets$24.7M

Participants210

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#508

TAMPA PREPARATORY SCHOOL LIFE AND DISABILITY PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$128K

Covered lives126

Inside the deep dive

Premium breakdownCarriersBrokersCoverage stats

Open plan deep dive

Welfare#502