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Sponsor portfolioTH

COMMUNITY SCHOOL OF NAPLES

EIN 59-1920297-education management-Latest filing 2025
Plans
2
Retirement
1
$28.8M assets
Welfare
1
$1.7M premiums
Participants
532
13275 LIVINGSTON ROAD - NAPLES, FL 34109239-597-7575communityschoolnaples.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#001403b-$28.8M - 354 part#502Fully Insured-$1.7M - 178 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 178 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Other$231K
  • Dental$201K
  • Vision$201K
  • Life$201K
  • +2 more
Total $1.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • BLUE CROSS OF CALIFORNIA73%
  • UPMC HEALTH OPTIONS14%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
  • AFLAC2%
Total $1.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • BALDWIN KRYSTYN SHERMAN PARTNERS89%
  • VARIOUS - SEE ATTACHED7%
  • WATCHTOWER BENEFITS, LLC4%
Total $82K3 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

COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN

403b

Assets$28.8M
Participants354
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

COMMUNITY SCHOOL OF NAPLES WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$1.7M
Covered lives178
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN403b$28.8M3542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502COMMUNITY SCHOOL OF NAPLES WELFARE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$1.7M1782025
Retirement plans
Welfare plans
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