Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$25K
- Life$19K
- Short-term disability$19K
Sponsor portfolio
UMS-WRIGHT PREPARATORY SCHOOL
EIN 63-0310782education managementLatest filing 2024
Plans
3
Retirement
1
$27.2M assets
Welfare
2
$44K premiums
Participants
693
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $44K premiums / 370 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- METROPOLITAN LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
0%top
- CHARLES E JACKSON JR0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
UMS-WRIGHT PREPARATORY SCHOOL 403(B) PLAN
403b
Assets$27.2M
Participants323
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
UMS-WRIGHT LONG TERM DISABILITY PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$25K
Covered lives185
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
UMS-WRIGHT GROUP LIFE INSURANCE PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$19K
Covered lives185
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | UMS-WRIGHT PREPARATORY SCHOOL 403(B) PLAN | 403b | $27.2M | 323 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | UMS-WRIGHT LONG TERM DISABILITY PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $25K | 185 | 2024 | |
| 503 | UMS-WRIGHT GROUP LIFE INSURANCE PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $19K | 185 | 2024 |
Retirement plans
Welfare plans