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Sponsor portfolio

CLAYTON EARLY LEARNING, TRUSTEE, GEORGE W. CLAYTON TRUST

EIN 84-0432238-Latest filing 2025
Plans
2
Retirement
1
$6.9M assets
Welfare
1
$147K premiums
Participants
343
3801 MARTIN LUTHER KING BOULEVARD - DENVER, CO 80205303-393-5643
Plans on this EIN
2 filings
#002401k-$6.9M - 217 part#501Mixed-$147K - 141 lives

Benefits portfolio analytics

1 plan / $147K premiums / 141 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$70K
  • Other$67K
  • Life$38K
  • Short-term disability$38K
  • Long-term disability$38K
  • Vision$10K
Total $147K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • DELTA DENTAL OF CALIFORNIA47%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY26%
  • AFLAC20%
  • EYEMED VISION CARE7%
Total $147K4 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • HUB INTERNATIONAL MIDWEST LIMITED83%
  • BRUCE A BALLENGER13%
  • JENNIFER L FOSS1%
  • BROWN & BROWN INSURANCE SERVICES1%
  • DAYTON LLC1%
  • +2 more
Total $7K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CLAYTON EARLY LEARNING 401(K) PLAN

401k

Assets$6.9M
Participants217
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CLAYTON FOUNDATION HEALTH AND WELFARE BENEFIT PLAN

Mixed - DELTA DENTAL OF COLORADO

Premiums$147K
Covered lives141
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CLAYTON EARLY LEARNING 401(K) PLAN401k$6.9M2172024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CLAYTON FOUNDATION HEALTH AND WELFARE BENEFIT PLANMixedDELTA DENTAL OF COLORADO$147K1412025
Retirement plans
Welfare plans
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