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Sponsor portfolio

MOUNTAIN ISLAND CHARTER SCHOOL

EIN 80-0467949-education management-Latest filing 2025
Plans
2
Retirement
1
$5.2M assets
Welfare
1
$221K premiums
Participants
335
13440 LUCIA RIVERBEND HWY - MT HOLLY, NC 28120704-827-8840micharter.orgLinkedIn1-10 employeeseducation management
Plans on this EIN
2 filings
#001403b-$5.2M - 335 part#501Fully Insured-$221K - 176 lives

Benefits portfolio analytics

1 plan / $221K premiums / 176 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$221K
  • Dental$206K
  • Vision$206K
  • Life$206K
  • Short-term disability$206K
  • Long-term disability$206K
Total $221K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA93%
  • STANDARD INSURANCE COMPANY7%
Total $221K2 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • JEFFCOAT & JEFFCOAT LLC72%
  • THE BENEFIT COMPANY INC28%
Total $36K2 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

MOUNTAIN ISLAND CHARTER SCHOOL 403B PLAN

403b

Assets$5.2M
Participants335
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MOUNTAIN ISLAND CHARTER SCHOOL HEALTH & WELFARE BENEFITS PLAN

Fully Insured - GUARDIAN

Premiums$221K
Covered lives176
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MOUNTAIN ISLAND CHARTER SCHOOL 403B PLAN403b$5.2M3352025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MOUNTAIN ISLAND CHARTER SCHOOL HEALTH & WELFARE BENEFITS PLANFully InsuredGUARDIAN$221K1762025
Retirement plans
Welfare plans
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