Carrier market share
Premium dollars by Schedule A carrier
100%top
- AETNA LIFE INSURANCE COMPANY100%
Sponsor portfolio
THE EQUITY PROJECT CHARTER SCHOOL
EIN 90-0354470primary/secondary educationLatest filing 2025
Plans
2
Retirement
1
$9.7M assets
Welfare
1
$332K premiums
Participants
288
549 AUDUBON AVENUE T-30 - NEW YORK, NY 100403401646-254-6451tepcharter.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $332K premiums / 114 covered livesBundled
Broker market share
Schedule A broker compensation
72%top
- MDG ASSOCIATES OF CONNECTICUT72%
- PROFESSIOANL PENSIONS, INC.28%
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 EQUITY PROJECT CHARTER SCHOOL 403(B)DEFERRED COMPENSATION PLAN
403b
Assets$9.7M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE EQUITY PROJECT CHARTER SCHOOL HEALTH PLAN
Self Funded - AETNA LIFE INSURANCE COMPANY
Premiums$332K
Covered lives114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE EQUITY PROJECT CHARTER SCHOOL 403(B)DEFERRED COMPENSATION PLAN | 403b | $9.7M | 174 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE EQUITY PROJECT CHARTER SCHOOL HEALTH PLAN | Self Funded | AETNA LIFE INSURANCE COMPANY | $332K | 114 | 2024 |
Retirement plans
Welfare plans