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Sponsor portfolio

GREAT MINDS PBC

EIN 84-3785772-education management-Latest filing 2025
Plans
2
Retirement
1
$79.6M assets
Welfare
1
$1.6M premiums
Participants
2,822
55 M STREET SE, SUITE 340 - WASHINGTON DC, MD 20003202-223-1854greatminds.orgLinkedIn1001-5000 employeeseducation management
Plans on this EIN
2 filings
#001401k-$79.6M - 1,535 part#501Fully Insured-$1.6M - 1,780 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 1,780 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.4M
  • Dental$1.3M
  • Vision$1.3M
  • Life$1.3M
  • Short-term disability$1.3M
  • Long-term disability$1.3M
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • METROPOLITAN LIFE INSURANCE COMPANY100%
Total $1.6M1 slice

Broker market share

Schedule A broker compensation

Split broker
91%top
  • ALLIANT INSURANCE SERVICES, INC.91%
  • JAMES R NELLIGAN & ASSOCIATES LLC8%
  • NAYYA HEALTH INSURANCE CENTER SVCS1%
Total $154K3 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

GREAT MINDS PBC 401K PLAN

401k

Assets$79.6M
Participants1,535
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GREAT MINDS PBC WELFARE BENEFIT PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.6M
Covered lives1,780
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GREAT MINDS PBC 401K PLAN401k$79.6M1,5352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GREAT MINDS PBC WELFARE BENEFIT PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$1.6M1,7802025
Retirement plans
Welfare plans
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