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CHARLES WRIGHT ACADEMY

EIN 91-0673111-primary/secondary education-Latest filing 2025
Plans
3
Retirement
1
$42.3M assets
Welfare
2
$40K premiums
Participants
651
7723 CHAMBERS CREEK RD W - TACOMA, WA 98467253-620-8350charleswright.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
3 filings
#001403b-$42.3M - 393 part#504Fully Insured-$25K - 129 lives#502Fully Insured-$15K - 129 lives

Benefits portfolio analytics

2 plans / $40K premiums / 258 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$40K
  • Long-term disability$25K
  • Life$15K
Total $40K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $40K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CHARLES WRIGHT ACADEMY 403(B) RETIREMENT PLAN

403b

Assets$42.3M
Participants393
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

CHARLES WRIGHT ACADEMY LTD PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$25K
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

CHARLES WRIGHT ACADEMY LIFE AND AD&D PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$15K
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHARLES WRIGHT ACADEMY 403(B) RETIREMENT PLAN403b$42.3M3932025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
504CHARLES WRIGHT ACADEMY LTD PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$25K1292025
502CHARLES WRIGHT ACADEMY LIFE AND AD&D PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$15K1292025
Retirement plans
Welfare plans
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