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Sponsor portfolio

WESLEYAN ACADEMY

EIN 66-0219759-Latest filing 2025
Plans
2
Retirement
1
$63K assets
Welfare
1
$3K premiums
Participants
229
PO BOX 1489 - GUAYNABO, PR 009701489787-720-8959
Plans on this EIN
2 filings
#001ProfitSharing-$63K - 97 part#501Fully Insured-$3K - 132 lives

Benefits portfolio analytics

1 plan / $3K premiums / 132 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • COOPERATIVA DE SEGUROS DE VIDA DE PUERTO RICO100%
Total $2K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NYDIA GARCIA MARTINEZ100%
Total $3951 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

WA RETIREMENT PLAN

ProfitSharing

Assets$63K
Participants97
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WELFARE BENFIT PLAN-NON-OCCUPATIONAL TEMPORARY DISABILITY PLAN

Fully Insured - COOPERATIVA DE SEGUROS DE VIDA DE PUERTO RICO

Premiums$3K
Covered lives132
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WA RETIREMENT PLANProfitSharing$63K972024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WELFARE BENFIT PLAN-NON-OCCUPATIONAL TEMPORARY DISABILITY PLANFully InsuredCOOPERATIVA DE SEGUROS DE VIDA DE PUERTO RICO$3K1322025
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