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Sponsor portfolio

ANNIE WRIGHT SCHOOLS

EIN 91-0567266-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$30.7M assets
Welfare
1
$1.8M premiums
Participants
755
827 N. TACOMA AVE. - TACOMA, WA 984032832253-284-8620aw.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$30.7M - 545 part#501Fully Insured-$1.8M - 273 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 273 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Vision$1.5M
  • Prescription drug$1.5M
  • Dental$176K
  • Other$76K
  • Life$72K
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • DELTA DENTAL OF CALIFORNIA10%
  • HARTFORD LIFE AND ACCIDENT4%
  • FIRST CHOICE HEALTH0%
Total $1.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • PROPEL INSURANCE AGENCY, LLC97%
  • WATCHTOWER BENEFITS, LLC1%
  • GCG FINANCIAL LLC1%
Total $76K3 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

ANNIE WRIGHT SCHOOLS DC RETIREMENT PLAN

403b

Assets$30.7M
Participants545
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ANNIE WRIGHT SCHOOLS HEALTH & WELFARE BENEFIT PLAN

Fully Insured - PREMERA BLUE CROSS HMO

Premiums$1.8M
Covered lives273
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ANNIE WRIGHT SCHOOLS DC RETIREMENT PLAN403b$30.7M5452025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ANNIE WRIGHT SCHOOLS HEALTH & WELFARE BENEFIT PLANFully InsuredPREMERA BLUE CROSS HMO$1.8M2732025
Retirement plans
Welfare plans
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