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Sponsor portfolioTH

THE MCCALLIE SCHOOL

EIN 62-0475837-education management-Latest filing 2025
Plans
3
Retirement
2
$77.9M assets
Welfare
1
$195K premiums
Participants
648
500 DODDS AVENUE - CHATTANOOGA, TN 37404423-624-8300mccallie.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
3 filings
#002401k-$64.7M - 377 part#001TraditionalDB-$13.3M - 64 part#510Fully Insured-$195K - 456 lives

Retirement portfolio analytics

2 plans aggregated / $77.9M assets / 441 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • MCCALLIE SCHOOL 401(K) (#002)83%
  • SCHOOL RETIREMENT PLAN (#001)17%
Total $77.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
83%top
  • (Not disclosed)83%
  • PINNACLE BANK17%
Total $77.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MCCALLIE SCHOOL 401(K) (#002)377
  • SCHOOL RETIREMENT PLAN (#001)64
Total 441Click row to drill in

Benefits portfolio analytics

1 plan / $195K premiums / 456 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$165K
  • Long-term disability$165K
  • Other$165K
  • Health$30K
  • Dental$30K
  • Vision$30K
  • +1 more
Total $195K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • METROPOLITAN LIFE INSURANCE COMPANY85%
  • BLUE CROSS OF CALIFORNIA15%
Total $195K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $92K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE MCCALLIE SCHOOL 401(K) PLAN

401k

Assets$64.7M
Participants377
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE MCCALLIE SCHOOL RETIREMENT PLAN

TraditionalDB

Assets$13.3M
Participants64
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

THE MCCALLIE SCHOOL WELFARE BENEFIT PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$195K
Covered lives456
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE MCCALLIE SCHOOL 401(K) PLAN401k$64.7M3772025
001THE MCCALLIE SCHOOL RETIREMENT PLANTraditionalDB$13.3M642025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510THE MCCALLIE SCHOOL WELFARE BENEFIT PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$195K4562025
Retirement plans
Welfare plans
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