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Sponsor portfolio

EDUCATION AND TRAINING RESOURCES, LLC

EIN 61-1242482-higher education-Latest filing 2025
Plans
3
Retirement
2
$12.4M assets
Welfare
1
$7.0M premiums
Participants
3,296
2422 AIRWAY DR. - BOWLING GREEN, KY 42103270-793-0607LinkedIn1-10 employeeshigher education
Plans on this EIN
3 filings
#001401k-$11.4M - 1,869 part#002ProfitSharing-$1000K - 618 part#501Fully Insured-$7.0M - 808 lives

Retirement portfolio analytics

2 plans aggregated / $12.4M assets / 2,487 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • LLC 401K PLAN (#001)92%
  • 401(A) RETIREMENT PLAN (#002)8%
Total $12.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
92%top
  • ADP BROKER-DEALER92%
  • (Not disclosed)8%
Total $12.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC 401K PLAN (#001)1,869
  • 401(A) RETIREMENT PLAN (#002)618
Total 2,487Click row to drill in

Benefits portfolio analytics

1 plan / $7.0M premiums / 808 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$6.3M
  • Health$6.0M
  • Other$699K
  • Life$506K
  • Dental$346K
  • Short-term disability$113K
  • +1 more
Total $7.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • ANTHEM LIFE INSURANCE COMPANY85%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA10%
  • STARMOUNT LIFE INSURANCE COMPANY5%
Total $7.0M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $326K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EDUCATION & TRAINING RESOURCES, LLC 401K PLAN

401k

Assets$11.4M
Participants1,869
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EDUCATION & TRAINING RESOURCES, LLC 401(A) RETIREMENT PLAN

ProfitSharing

Assets$1000K
Participants618
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EDUCATION AND TRAINING RESOURCES, LLC WELFARE BENEFIT PLAN

Fully Insured - ANTHEM HEALTH PLANS OF KY, INC

Premiums$7.0M
Covered lives808
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EDUCATION & TRAINING RESOURCES, LLC 401K PLAN401k$11.4M1,8692024
002EDUCATION & TRAINING RESOURCES, LLC 401(A) RETIREMENT PLANProfitSharing$1000K6182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EDUCATION AND TRAINING RESOURCES, LLC WELFARE BENEFIT PLANFully InsuredANTHEM HEALTH PLANS OF KY, INC$7.0M8082025
Retirement plans
Welfare plans
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