Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$95K
- Prescription drug$95K
- Other$24K
- Dental$15K
- Vision$15K
- Life$15K
- +1 more
Sponsor portfolio
MONTESSORI PREPARATORY SCHOOL TEMPLE TERRACE
EIN 59-3488850Educational ServicesLatest filing 2025
Plans
2
Retirement
1
$400K assets
Welfare
1
$118K premiums
Participants
164
11302 N. 53RD ST. - TEMPLE TERRACE, FL 33617813-899-2345
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $118K premiums / 61 covered livesCarrier market share
Premium dollars by Schedule A carrier
74%top
- UPMC HEALTH OPTIONS74%
- SUN LIFE ASSURANCE COMPANY OF CANADA13%
- UNUM LIFE INSURANCE COMPANY OF AMERICA7%
- BLUE CROSS OF CALIFORNIA6%
Broker market share
Schedule A broker compensation
93%top
- BROWN & BROWN INSURANCE SERVICES93%
- MORFAR STRATEGIES INC2%
- MATTHEW GRADY LEGGETT2%
- PEACOCK FINANCIALS INC1%
- FRANCISCO JAVIER RUIZ1%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MONTESSORI ACADEMIES 401(K) PLAN
401k
Assets$400K
Participants103
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MONTESSORI PREPARATORY SCHOOL OF TEMPLE TERRACE, INC. BENEFIT PLAN
Fully Insured - HEALTH OPTIONS
Premiums$118K
Covered lives61
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MONTESSORI ACADEMIES 401(K) PLAN | 401k | $400K | 103 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MONTESSORI PREPARATORY SCHOOL OF TEMPLE TERRACE, INC. BENEFIT PLAN | Fully Insured | HEALTH OPTIONS | $118K | 61 | 2025 |
Retirement plans
Welfare plans