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Sponsor portfolio

SCHOOL FACILITY MANAGEMENT, LLC

EIN 62-1735375-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$3.3M assets
Welfare
1
$623K premiums
Participants
233
800 18TH AVE S STE A - NASHVILLE, TN 372033246615-321-2037
Plans on this EIN
2 filings
#001401k-$3.3M - 104 part#501Fully Insured-$623K - 131 lives

Benefits portfolio analytics

1 plan / $623K premiums / 131 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$495K
  • Other$43K
  • Dental$42K
  • Life$22K
  • Long-term disability$19K
  • Short-term disability$14K
  • +1 more
Total $623K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • UNITEDHEALTHCARE INSURANCE COMPANY79%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY17%
  • FIRST STOP HEALTH2%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
Total $623K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $44K1 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

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SCHOOL FACILITY MANAGEMENT, LLC

401k

Assets$3.3M
Participants104
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SCHOOL FACILITY MANAGEMENT LLC EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$623K
Covered lives131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SCHOOL FACILITY MANAGEMENT, LLC401k$3.3M1042025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SCHOOL FACILITY MANAGEMENT LLC EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$623K1312025
Retirement plans
Welfare plans
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