# SAE INSTITUTE GROUP, INC. HEALTH & WELFARE PLAN

Health and welfare plan sponsored by **SAE INSTITUTE GROUP, INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | SAE INSTITUTE GROUP, INC. |
| EIN | 223530882 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | NASHVILLE, TN |
| Industry | Educational Services |
| Funding | mixed |
| Total premiums | $124K |
| Participants | 102 |
| Persons covered | 161 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| PRINCIPAL FINANCIAL GROUP | Dental, Vision, Life, STD, LTD, Other |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | Indemnity, Other |

## Brokers

| Broker | Placed with |
|---|---|
| MARSH & MCLENNAN AGENCY LLC | PRINCIPAL LIFE INSURANCE COMPANY |
| JORDAN DYNAMICS | PRINCIPAL LIFE INSURANCE COMPANY |
| AMERICAN INS PLUS LLC | AMERICAN HERITAGE LIFE INSURANCE COMPANY |
| MARSH & MCLENNAN AGENCY LLC | AMERICAN HERITAGE LIFE INSURANCE COMPANY |
| JORDAN DYNAMICS | AMERICAN HERITAGE LIFE INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/223530882-501
- Cite as: PlanOptica, https://planoptica.com/welfare/223530882-501
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