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THE LINCOLN ACADEMY

EIN 84-3568463-education management-Latest filing 2025
Plans
4
Retirement
1
$2.5M assets
Welfare
3
$42K premiums
Participants
440
107 W MAIN ST - LITTLE CHUTE, WI 54140608-312-2056LinkedIn51-200 employeeseducation management
Plans on this EIN
4 filings
#001401k-$2.5M - 122 part#512Fully Insured-$26K - 106 lives#511Fully Insured-$10K - 106 lives#510Fully Insured-$5K - 106 lives

Benefits portfolio analytics

3 plans / $42K premiums / 318 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$26K
  • Long-term disability$10K
  • Life$5K
  • Other$5K
Total $42K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $42K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $8K1 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

THE LINCOLN ACADEMY RETIREMENT SAVINGS PLAN

401k

Assets$2.5M
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512

THE LINCOLN ACADEMY SHORT TERM DISABILITY PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$26K
Covered lives106
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

THE LINCOLN ACADEMY LONG TERM DISABILITY PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$10K
Covered lives106
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

THE LINCOLN ACADEMY LIFE AND AD&D PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$5K
Covered lives106
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE LINCOLN ACADEMY RETIREMENT SAVINGS PLAN401k$2.5M1222025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
512THE LINCOLN ACADEMY SHORT TERM DISABILITY PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$26K1062025
511THE LINCOLN ACADEMY LONG TERM DISABILITY PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$10K1062025
510THE LINCOLN ACADEMY LIFE AND AD&D PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$5K1062025
Retirement plans
Welfare plans
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