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Sponsor portfolio

PROVIDENT CHARTER SCHOOL

EIN 61-1617717-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$5.7M assets
Welfare
1
$1.2M premiums
Participants
270
1400 TROY HILL ROAD - PITTSBURGH, PA 15212412-709-5160providentcharterschool.orgLinkedIn1-10 employees
Plans on this EIN
2 filings
#001403b-$5.7M - 146 part#501Fully Insured-$1.2M - 247 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 247 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Dental$73K
  • Other$34K
  • Short-term disability$28K
  • Long-term disability$20K
  • Vision$11K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UPMC HEALTH OPTIONS86%
  • UNITED CONCORDIA INSURANCE COMPANY6%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • NATIONWIDE LIFE INSURANCE COMPANY2%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Total $1.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • LIBERTY INSURANCE SERVICES55%
  • LIBERTY FINANCIAL SERVICES19%
  • CF ADVISORS GROUP, LLC14%
  • ANGELO E CILIA6%
  • WORKSITE BENEFIT SOLUTIONS INC4%
  • +2 more
Total $48K7 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

PROVIDENT CHARTER SCHOOL 403(B) PLAN

403b

Assets$5.7M
Participants146
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PROVIDENT CHARTER SCHOOL HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - UPMC HEALTH OPTIONS

Premiums$1.2M
Covered lives247
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PROVIDENT CHARTER SCHOOL 403(B) PLAN403b$5.7M1462025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PROVIDENT CHARTER SCHOOL HEALTH AND WELFARE BENEFIT PLANFully InsuredUPMC HEALTH OPTIONS$1.2M2472025
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