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Sponsor portfolio

THE GENEVA SCHOOL OF BOERNE

EIN 74-2903692-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$4.6M assets
Welfare
1
$47K premiums
Participants
266
113 CASCADE CAVERNS ROAD - BOERNE, TX 78015830-755-6101
Plans on this EIN
2 filings
#001401k-$4.6M - 165 part#502Fully Insured-$47K - 101 lives

Benefits portfolio analytics

1 plan / $47K premiums / 101 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$47K
  • Short-term disability$47K
  • Long-term disability$47K
  • Other$47K
Total $47K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $47K1 slice

Broker market share

Schedule A broker compensation

Split broker
89%top
  • USI INSURANCE SERVICES LLC89%
  • PAYCOM PAYROLL LLC11%
Total $12K2 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

THE GENEVA SCHOOL OF BOERNE 401(K) RETIREMENT PLAN

401k

Assets$4.6M
Participants165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

GENEVA SCHOOL OF BOERNE HEALTH AND WELFARE PLANS

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$47K
Covered lives101
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE GENEVA SCHOOL OF BOERNE 401(K) RETIREMENT PLAN401k$4.6M1652025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502GENEVA SCHOOL OF BOERNE HEALTH AND WELFARE PLANSFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$47K1012025
Retirement plans
Welfare plans
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