PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. UTAH CHARTER ACADEMIES DBA AMERICAN PREPARATORY ACADEMY
Sponsor portfolio

UTAH CHARTER ACADEMIES DBA AMERICAN PREPARATORY ACADEMY

EIN 68-0547532-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$16.5M assets
Welfare
1
$4.5M premiums
Participants
879
12894 PONY EXPRESS ROAD, SUITE 600 - DRAPER, UT 84020801-797-0089
Plans on this EIN
2 filings
#003401k-$16.5M - 515 part#501Mixed-$4.5M - 774 lives

Benefits portfolio analytics

1 plan / $4.5M premiums / 774 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.4M
  • Vision$4.4M
  • Prescription drug$4.4M
  • Life$129K
  • Short-term disability$129K
  • Long-term disability$129K
  • +1 more
Total $4.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • UNITEDHEALTHCARE INSURANCE COMPANY97%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
Total $4.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • MORETON & COMPANY93%
  • ARCHON LLC7%
Total $141K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

AMERICAN PREPARATORY ACADEMY 401(K) PLAN

401k

Assets$16.5M
Participants515
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UTAH CHARTER ACADEMIES WELFARE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.5M
Covered lives774
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003AMERICAN PREPARATORY ACADEMY 401(K) PLAN401k$16.5M5152025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UTAH CHARTER ACADEMIES WELFARE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$4.5M7742025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica