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Sponsor portfolioTH

FORT WORTH COUNTRY DAY SCHOOL

EIN 75-1085363-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$45.6M assets
Welfare
1
$27K premiums
Participants
686
4200 COUNTRY DAY LANE - FORT WORTH, TX 76109817-732-7718fwcd.orgLinkedIn201-500 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$45.6M - 590 part#501Fully Insured-$27K - 96 lives

Benefits portfolio analytics

1 plan / $27K premiums / 96 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $27K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $4K1 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

FORT WORTH COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$45.6M
Participants590
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FORT WORTH COUNTRY DAY SCHOOL BENEFIT PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$27K
Covered lives96
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FORT WORTH COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403b$45.6M5902025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FORT WORTH COUNTRY DAY SCHOOL BENEFIT PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$27K962025
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