Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$417K
- Dental$56K
- Vision$56K
- Life$56K
- Other$3K
Sponsor portfolio
TEAM SUCCESS A SCHOOL OF EXCELLENCE
EIN 59-3597540Educational ServicesLatest filing 2025
Plans
2
Retirement
1
$1.6M assets
Welfare
1
$476K premiums
Participants
331
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $476K premiums / 157 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- UNITEDHEALTHCARE INSURANCE COMPANY88%
- PRINCIPAL LIFE INSURANCE COMPANY12%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
- BENEFIT INTELLIGENCE0%
- AFLAC0%
Broker market share
Schedule A broker compensation
79%top
- KITCHNER & ASSOCIATES INC79%
- CENTERSTONE INSURANCE AND FINANCIAL21%
- LORI ABRAMSON1%
- IBUSINESS SOLUTIONS INC0%
- JENNIFER FRANCEY TAGGART0%
- +3 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
TEAM SUCCESS 401(K)
401k
Assets$1.6M
Participants162
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TEAM SUCCESS WRAP PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$476K
Covered lives157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TEAM SUCCESS 401(K) | 401k | $1.6M | 162 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TEAM SUCCESS WRAP PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $476K | 157 | 2024 |
Retirement plans
Welfare plans