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Sponsor portfolio

CORAM DEO ACADEMY

EIN 75-2749298-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$5.6M assets
Welfare
1
$34K premiums
Participants
577
417 OAKBEND DRIVE, SUITE 200 - LEWISVILLE, TX 75067972-691-5648coramdeoacademy.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$5.6M - 424 part#501Mixed-$34K - 153 lives

Benefits portfolio analytics

1 plan / $34K premiums / 153 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$32K
  • Long-term disability$32K
  • Other$32K
  • Dental$2K
  • Vision$2K
Total $34K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • SYMETRA LIFE INSURANCE COMPANY95%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
Total $34K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $13K1 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

CORAM DEO ACADEMY 403(B)RETIREMENT PLAN

403b

Assets$5.6M
Participants424
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CORAM DEO ACADEMY ERISA WRAP PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$34K
Covered lives153
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CORAM DEO ACADEMY 403(B)RETIREMENT PLAN403b$5.6M4242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CORAM DEO ACADEMY ERISA WRAP PLANMixedSYMETRA LIFE INSURANCE COMPANY$34K1532025
Retirement plans
Welfare plans
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