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Sponsor portfolio

CADENCE EDUCATION LLC

EIN 86-0793666-education management-Latest filing 2024
Plans
2
Retirement
1
$20.9M assets
Welfare
1
$2.1M premiums
Participants
16,243
8800 N GAINEY CENTER DR. STE. 300 - SCOTTSDALE, AZ 852582165480-455-3184cadence-education.comLinkedIn5001-10000 employeeseducation management
Plans on this EIN
2 filings
#001401k-$20.9M - 8,711 part#501Mixed-$2.1M - 7,532 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 7,532 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.0M
  • Life$1.9M
  • Dental$1.8M
  • Short-term disability$1.8M
  • Vision$136K
Total $2.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA82%
  • AETNA LIFE INSURANCE COMPANY6%
  • TRANSAMERICA LIFE INSURANCE COMPANY6%
  • MEMD4%
  • LEGALPLANS, USA1%
Total $2.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • NATIONAL INSURANCE MARKETING BROKER74%
  • CBIZ BENEFITS & INSURANCE SERVICES24%
  • LOCKTON COMPANIES, LLC2%
Total $235K3 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

CADENCE EDUCATION LLC 401(K) SAVINGS PLAN

401k

Assets$20.9M
Participants8,711
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CADENCE EDUCATION, INC. BENEFIT WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$2.1M
Covered lives7,532
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CADENCE EDUCATION LLC 401(K) SAVINGS PLAN401k$20.9M8,7112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CADENCE EDUCATION, INC. BENEFIT WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$2.1M7,5322024
Retirement plans
Welfare plans
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