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Sponsor portfolio

ST. GEORGE'S INDEPENDENT SCHOOL

EIN 62-1761850-education management-Latest filing 2025
Plans
2
Retirement
1
$22.8M assets
Welfare
1
$1.3M premiums
Participants
499
1880 WOLF RIVER BLVD. - COLLIERVILLE, TN 38017901-457-2000sgis.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#001403b-$22.8M - 305 part#502Fully Insured-$1.3M - 190 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 190 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$89K
  • Vision$89K
  • Other$84K
  • Life$73K
  • Long-term disability$45K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY93%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • HIGGINBOTHAM INS AGENCY INC99%
  • BENEFIT ADVISORS SERVICES GROUP LLC1%
Total $78K2 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

ST. GEORGE'S INDEPENDENT SCHOOL 403(B) RETIREMENT PLAN

403b

Assets$22.8M
Participants305
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ST. GEORGE'S INDEPENDENT SCHOOL WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives190
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ST. GEORGE'S INDEPENDENT SCHOOL 403(B) RETIREMENT PLAN403b$22.8M3052025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ST. GEORGE'S INDEPENDENT SCHOOL WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.3M1902025
Retirement plans
Welfare plans
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