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  2. AUSTIN CENTERS FOR EXCEPTIONAL STUDENTS, INC.
Sponsor portfolioTH

AUSTIN CENTERS FOR EXCEPTIONAL STUDENTS, INC.

EIN 86-0793737-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$4.5M assets
Welfare
1
$1.9M premiums
Participants
1,232
2122 E. HIGHLAND AVE., SUITE 420 - PHOENIX, AZ 85016602-325-0041austincenters.comLinkedIn501-1000 employeesprimary/secondary education
Plans on this EIN
2 filings
#001401k-$4.5M - 676 part#501Fully Insured-$1.9M - 556 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 556 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Dental$1.8M
  • Other$86K
  • Life$58K
  • Short-term disability$53K
  • Long-term disability$28K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
  • AETNA LIFE INSURANCE COMPANY1%
Total $1.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • MARSH & MCLENNAN AGENCY LLC95%
  • JB & H LLC2%
  • NOAH OROPEZA1%
  • JANET WEHRLE1%
  • CB BENEFITS LLC0%
  • +3 more
Total $112K8 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

AUSTIN CENTERS 401(K) PROFIT SHARING PLAN

401k

Assets$4.5M
Participants676
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE AUSTIN CENTERS EMPLOYEE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA

Premiums$1.9M
Covered lives556
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AUSTIN CENTERS 401(K) PROFIT SHARING PLAN401k$4.5M6762025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE AUSTIN CENTERS EMPLOYEE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF ARIZONA$1.9M5562025
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