Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$806K
- Health$792K
- Prescription drug$792K
- Life$5K
Sponsor portfolio
EDUCATIONAL ENRICHMENT SYSTEMS, INC.
EIN 95-3415446education managementLatest filing 2025
Plans
4
Retirement
1
$20.7M assets
Welfare
3
$811K premiums
Participants
557
9620 CHESAPEAKE DR., SUITE 205 - SAN DIEGO, CA 92123858-569-7273educ-enrichment.orgLinkedIn1-10 employeeseducation management
Benefits portfolio analytics
3 plans / $811K premiums / 446 covered livesCarrier market share
Premium dollars by Schedule A carrier
98%top
- SHARP HEALTH PLAN98%
- METROPOLITAN LIFE INSURANCE COMPANY2%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
89%top
- PAYCHECK INSURANCE AGENCY, INC.89%
- PAYCHEX INSURANCE AGENCY, INC.8%
- CENTERSTONE INSURANCE AND FINANCIAL2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
EES 401(K) RETIREMENT PLAN
401k
Assets$20.7M
Participants265
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
EDUCATIONAL ENRICHMENT SYSTEMS HEALTH AND BENEFITS
Fully Insured - SHARP HEALTH PLAN
Premiums$792K
Covered lives139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
EDUCATIONAL ENRICHMENT SYSTEMS VISION
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$14K
Covered lives128
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
EDUCATIONAL ENRICHMENT SYSTEMS HEALTH AND BENEFITS
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$5K
Covered lives179
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EES 401(K) RETIREMENT PLAN | 401k | $20.7M | 265 | 2025 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | EDUCATIONAL ENRICHMENT SYSTEMS HEALTH AND BENEFITS | Fully Insured | SHARP HEALTH PLAN | $792K | 139 | 2025 | |
| 503 | EDUCATIONAL ENRICHMENT SYSTEMS VISION | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $14K | 128 | 2025 | |
| 501 | EDUCATIONAL ENRICHMENT SYSTEMS HEALTH AND BENEFITS | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $5K | 179 | 2025 |
Retirement plans
Welfare plans