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Sponsor portfolio

ALCUIN SCHOOL

EIN 75-1175632-education management-Latest filing 2025
Plans
2
Retirement
1
$17.4M assets
Welfare
1
$185K premiums
Participants
354
6144 CHURCHILL WAY - DALLAS, TX 752301804972-239-1745alcuinschool.orgLinkedIn201-500 employeeseducation management
Plans on this EIN
2 filings
#001403b-$17.4M - 234 part#501Mixed-$185K - 225 lives

Benefits portfolio analytics

1 plan / $185K premiums / 225 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$54K
  • Long-term disability$50K
  • Life$38K
  • Dental$34K
  • Vision$8K
Total $185K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
27%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA27%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA23%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY18%
  • AFLAC18%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA9%
  • +1 more
Total $185K6 slices

Broker market share

Schedule A broker compensation

Split broker
38%top
  • ISM INSURANCE INC38%
  • HIGGINBOTHAM INS AGENCY INC32%
  • STOOKBERRY INSURANCE AGENCY LLC9%
  • INDEPENDENT SCHOOL MANAGEMENT9%
  • ROBERT G. RELPH AGENCY, INC.2%
  • +3 more
Total $28K8 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

ALCUIN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$17.4M
Participants234
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALCUIN SCHOOL HEALTH AND WELFARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$185K
Covered lives225
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALCUIN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403b$17.4M2342025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALCUIN SCHOOL HEALTH AND WELFARE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$185K2252025
Retirement plans
Welfare plans
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