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Sponsor portfolioWelfare / HealthEIN 23-3060542

MASTERY SCHOOLS

5700 WAYNE AVENUE · PHILADELPHIA, PA 19144
2158666900
Plans filed
4
Years active
2016–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
1,728
No prior year
Total participants
1,728
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #501$1.4M
MASTERY SCHOOLS GROUP BENEFITS PLAN
Mixed1,728 covered·2 carriers
Primary: RELIANCE STANDARD LIFE INSURANCE
Plan #503$400K
MASTERY CHARTER SCHOOLS LIFE AND VOLUNTARY PLANS
Fully insured1,269 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #502$115K
MASTERY CHARTER SCHOOLS VISION PLAN
Fully insured855 covered·1 carrier
Primary: VISION SERVICE PLAN
Plan #504$0
MASTERY CHARTER SCHOOLS FLEXIBLE SPENDING PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$1.2M24.1%
Short-term disability$1.2M24.1%
Long-term disability$1.2M24.1%
Other$1.2M24.1%
Vision$191K3.8%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LSTDLTDOth
$1.2M86.4%111,728
VISION SERVICE PLAN
EIN 061227840
V
$191K13.6%111,262

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CORPORATE SYNERGIES GROUP LLCCAMDEN, NJRELIANCE STANDARD LIFE INSURANCE, VISION SERVICE PLAN$113K$26K$139K85.1%1
LOCKTON COMPANIES, LLCBLUE BELL, PARELIANCE STANDARD LIFE INSURANCE, VISION SERVICE PLAN$21K$0$21K12.7%1
FOUNDATION RISK PARTNERS CORPLOUISVILLE, KYRELIANCE STANDARD LIFE INSURANCE$0$4K$4K2.2%1

History & trajectory

10 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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