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Sponsor portfolio

JUNE SHELTON SCHOOL AND EVALUATION CENTER

EIN 75-1507280-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$44.0M assets
Welfare
1
$343K premiums
Participants
822
17301 PRESTON ROAD - DALLAS, TX 75252972-774-1772
Plans on this EIN
2 filings
#001403b-$44.0M - 524 part#510Fully Insured-$343K - 293 lives

Benefits portfolio analytics

1 plan / $343K premiums / 293 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$334K
  • Vision$334K
  • Life$334K
  • Short-term disability$334K
  • Long-term disability$334K
  • Other$334K
  • +2 more
Total $343K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY97%
  • LYRIC3%
Total $343K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $66K1 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

JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN

403b

Assets$44.0M
Participants524
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

JUNE SHELTON SCHOOL AND EVALUATION CENTER WELFARE BENEFIT PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$343K
Covered lives293
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JUNE SHELTON SCHOOL AND EVALUATION CENTER 403(B) DC AND TDA PLAN403b$44.0M5242025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510JUNE SHELTON SCHOOL AND EVALUATION CENTER WELFARE BENEFIT PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$343K2932025
Retirement plans
Welfare plans
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