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Sponsor portfolio

KIPP DC PUBLIC CHARTER SCHOOLS

EIN 74-2974642-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$123.0M assets
Welfare
1
$13.8M premiums
Participants
3,474
1255 UNION STREET NE SUITE 900 - WASHINGTON, DC 20002202-223-4505LinkedIn501-1000 employeesindividual & family services
Plans on this EIN
2 filings
#001403b-$123.0M - 2,154 part#505Fully Insured-$13.8M - 2,602 lives

Benefits portfolio analytics

1 plan / $13.8M premiums / 2,602 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$12.2M
  • Dental$614K
  • Short-term disability$451K
  • Long-term disability$99K
  • Life$91K
  • Vision$87K
  • +1 more
Total $13.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • AETNA LIFE INSURANCE COMPANY90%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY5%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $13.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • MARSH & MCLENNAN AGENCY LLC86%
  • NFP INSURANCE SERVICES INC11%
  • BROKER NOT PROVIDED3%
Total $135K3 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

KIPP DC RETIREMENT PLAN

403b

Assets$123.0M
Participants2,154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

KIPP DC PUBLIC CHARTER SCHOOLS WELFARE BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$13.8M
Covered lives2,602
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KIPP DC RETIREMENT PLAN403b$123.0M2,1542025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505KIPP DC PUBLIC CHARTER SCHOOLS WELFARE BENEFIT PLANFully InsuredAETNA LIFE INSURANCE COMPANY$13.8M2,6022025
Retirement plans
Welfare plans
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