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Sponsor portfolioTH

FOUNTAIN VALLEY SCHOOL OF COLORADO

EIN 84-0423922-education management-Latest filing 2025
Plans
4
Retirement
1
$26.6M assets
Welfare
3
$33K premiums
Participants
566
6155 FOUNTAIN VALLEY SCHOOL ROAD - COLORADO SPRINGS, CO 80911719-390-7035fvs.eduLinkedIn51-200 employeeseducation management
Plans on this EIN
4 filings
#001403b-$26.6M - 288 part#505Fully Insured-$16K - 93 lives#506Fully Insured-$11K - 92 lives#507Fully Insured-$6K - 93 lives

Benefits portfolio analytics

3 plans / $33K premiums / 278 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$16K
  • Long-term disability$11K
  • Short-term disability$6K
Total $33K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $33K1 slice

Broker market share

Schedule A broker compensation

Split broker
75%top
  • INSURANCE AGENCY OF COLORADO INC75%
  • CENTERSTONE INSURANCE AND FINANCIAL15%
  • CORNERSTONE INSURANCE & FINANCIAL11%
Total $5K3 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

FOUNTAIN VALLEY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$26.6M
Participants288
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

FOUNTAIN VALLEY SCHOOL OF COLORADO HEALTH AND WELFARE BENEFIT PLAN LIFE INSURANCE

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$16K
Covered lives93
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

FOUNTAIN VALLEY SCHOOL OF COLORADO HEALTH AND WELFARE BENEFIT PLAN LONG TERM DISABILITY

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$11K
Covered lives92
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

FOUNTAIN VALLEY SCHOOL OF COLORADO HEALTH AND WELFARE BENEFIT PLAN SHORT TERM DISABILITY

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$6K
Covered lives93
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FOUNTAIN VALLEY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403b$26.6M2882025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
505FOUNTAIN VALLEY SCHOOL OF COLORADO HEALTH AND WELFARE BENEFIT PLAN LIFE INSURANCEFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$16K932024
506FOUNTAIN VALLEY SCHOOL OF COLORADO HEALTH AND WELFARE BENEFIT PLAN LONG TERM DISABILITYFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$11K922024
507FOUNTAIN VALLEY SCHOOL OF COLORADO HEALTH AND WELFARE BENEFIT PLAN SHORT TERM DISABILITYFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$6K932024
Retirement plans
Welfare plans
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