Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Dental$1.3M
- Vision$1.3M
- Prescription drug$1.3M
- Other$91K
- Life$89K
- +2 more
Sponsor portfolio
LEARNING TREE INTERNATIONAL, INC.
EIN 95-3133814professional training & coachingLatest filing 2024
Plans
2
Retirement
1
$33.4M assets
Welfare
1
$1.4M premiums
Participants
304
13650 DULLES TECHNOLOGY DRIVE, SUITE 400 - HERNDON, VA 201716156703-709-5931learningtree.comLinkedIn201-500 employeesprofessional training & coaching
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 166 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITEDHEALTHCARE INSURANCE COMPANY100%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Broker market share
Schedule A broker compensation
75%top
- THE BALDWIN GROUP WEST LLC75%
- ARMFIELD HARRISON & THOMAS25%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LEARNING TREE INTERNATIONAL 401(K) PLAN
401k
Assets$33.4M
Participants199
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LEARNING TREE INTERNATIONAL MEDICAL, DENTAL, LIFE, AD&D, LTD AND PRESCRIPTION PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.4M
Covered lives166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEARNING TREE INTERNATIONAL 401(K) PLAN | 401k | $33.4M | 199 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LEARNING TREE INTERNATIONAL MEDICAL, DENTAL, LIFE, AD&D, LTD AND PRESCRIPTION PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.4M | 166 | 2024 |
Retirement plans
Welfare plans