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Sponsor portfolioWelfare / HealthEIN 20-2036133

GREAT HEARTS ACADEMIES

701 NORTH 44TH STREET · PHOENIX, AZ 85008
6024387045
Plans filed
1
Years active
2015–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$2.2M
No prior year
Persons covered
3,678
No prior year
Total participants
1,960
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.2M
GREAT HEARTS ACADEMIES EMPLOYEE BENEFIT PLAN
Mixed3,678 covered·4 carriers
Primary: DELTA DENTAL OF ARIZONA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$1.5M36.7%
Other$634K16.0%
Life$579K14.6%
Short-term disability$579K14.6%
Long-term disability$579K14.6%
Vision$143K3.6%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
DELTA DENTAL OF CALIFORNIA
EIN 860274899
D
$1.5M65.3%113,678
SYMETRA LIFE INSURANCE COMPANY
EIN 910742147
LSTDLTDOth
$579K25.9%111,960
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
V
$143K6.4%113,575
CURALINC HEALTHCARE
EIN 331206383
Oth
$55K2.5%112,862

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCSADDLE BROOK, NJSYMETRA LIFE INSURANCE COMPANY, DELTA DENTAL OF ARIZONA$132K$0$132K48.8%1
HUB INTERNATIONAL MIDWEST LIMITEDCARLSBAD, CASYMETRA LIFE INSURANCE COMPANY, DELTA DENTAL OF ARIZONA$100K$27K$126K46.8%1
JP GRIFFIN COMPANIES LLCSCOTTSDALE, AZMETROPOLITAN LIFE INSURANCE COMPANY$7K$0$7K2.7%1
LOVITT AND TOUCHE, INC.BOSTON, MAMETROPOLITAN LIFE INSURANCE COMPANY$5K$0$5K1.8%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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