Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$88K
- Other$85K
- Life$58K
- Short-term disability$44K
- Vision$18K
- Long-term disability$14K
Sponsor portfolio
SACRED HEART SCHOOLS, INC.
EIN 61-1181710Educational ServicesLatest filing 2025
Plans
2
Retirement
1
$24.3M assets
Welfare
1
$249K premiums
Participants
667
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $249K premiums / 289 covered livesCarrier market share
Premium dollars by Schedule A carrier
47%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY47%
- DELTA DENTAL OF CALIFORNIA35%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY11%
- FIDELITY SECURITY LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
63%top
- MARSH & MCLENNAN AGENCY LLC63%
- MCGRIFF INSURANCE SERVICES INC37%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
SACRED HEART SCHOOLS, INC. 401(K) PLAN
401k
Assets$24.3M
Participants408
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SACRED HEART SCHOOLS SHORT TERM DISABILITY PLAN WELFARE BENEFITS PLAN
Fully Insured - DELTA DENTAL OF KENTUCKY
Premiums$249K
Covered lives289
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SACRED HEART SCHOOLS, INC. 401(K) PLAN | 401k | $24.3M | 408 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SACRED HEART SCHOOLS SHORT TERM DISABILITY PLAN WELFARE BENEFITS PLAN | Fully Insured | DELTA DENTAL OF KENTUCKY | $249K | 289 | 2025 |
Retirement plans
Welfare plans