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  2. THE LEARNING TREE, INC.
Sponsor portfolio

THE LEARNING TREE, INC.

EIN 63-0854115-human resources-Latest filing 2024
Plans
2
Retirement
1
$3.1M assets
Welfare
1
$1.5M premiums
Participants
612
5451 ABLE COURT - MOBILE, AL 36693251-649-4420learningtreetoys.comLinkedIn11-50 employeeshuman resources
Plans on this EIN
2 filings
#001403b-$3.1M - 465 part#503Fully Insured-$1.5M - 147 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 147 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$1.5M
  • Vision$1.5M
  • Prescription drug$1.5M
  • Other$1.5M
Total $1.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • BLUE CROSS OF CALIFORNIA100%
Total $1.5M1 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

THE LEARNING TREE, INC. 403(B) PLAN

403b

Assets$3.1M
Participants465
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

THE LEARNING TREE, INC

Fully Insured - BLUE CROSS BLUE SHIELD OF ALABAMA

Premiums$1.5M
Covered lives147
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE LEARNING TREE, INC. 403(B) PLAN403b$3.1M4652024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503THE LEARNING TREE, INCFully InsuredBLUE CROSS BLUE SHIELD OF ALABAMA$1.5M1472024
Retirement plans
Welfare plans
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