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Sponsor portfolio

THE LEXINGTON SCHOOL

EIN 61-0563291-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$27.3M assets
Welfare
1
$279K premiums
Participants
331
1050 LANE ALLEN ROAD - LEXINGTON, KY 405040000859-278-0501LinkedIn1-10 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$27.3M - 223 part#501Fully Insured-$279K - 197 lives

Benefits portfolio analytics

1 plan / $279K premiums / 197 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$160K
  • Other$71K
  • Long-term disability$32K
  • Life$29K
  • Short-term disability$15K
Total $279K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • DELTA DENTAL OF CALIFORNIA57%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY35%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
  • SYMETRA LIFE INSURANCE COMPANY0%
Total $279K4 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • SYMETRA LIFE INSURANCE COMPANY88%
  • BENEFIT INS MARKETING INC9%
  • THE CASON GROUP INC3%
  • LIFETIME FINANCIAL GROWTH CO O0%
Total $281K4 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

THE LEXINGTON SCHOOL RETIREMENT PLAN

403b

Assets$27.3M
Participants223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE LEXINGTON SCHOOL BENEFITS WRAP PLAN

Fully Insured - DELTA DENTAL OF KENTUCKY

Premiums$279K
Covered lives197
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE LEXINGTON SCHOOL RETIREMENT PLAN403b$27.3M2232025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE LEXINGTON SCHOOL BENEFITS WRAP PLANFully InsuredDELTA DENTAL OF KENTUCKY$279K1972025
Retirement plans
Welfare plans
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