PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. LEMAN ACADEMY OF EXCELLENCE

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 47-1237723

LEMAN ACADEMY OF EXCELLENCE

3300 EAST SUNRISE DRIVE, SUITE 150 · TUCSON, AZ 85718
5204991474
Plans filed
1
Years active
2018–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$2.2M
No prior year
Persons covered
1,749
No prior year
Total participants
456
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.2M
LEMAN ACADEMY OF EXCELLENCE HEALTH AND WELFARE PLAN
Fully insured1,749 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.2M12.5%
Dental$2.2M12.5%
Vision$2.2M12.5%
Life$2.2M12.5%
Short-term disability$2.2M12.5%
Long-term disability$2.2M12.5%
Prescription drug$2.2M12.5%
Other$2.2M12.5%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRxDVLSTDLTDOth
$2.2M100.0%111,749

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCBOSTON, MAUNITEDHEALTHCARE INSURANCE COMPANY$35K$99K$134K100.0%1

History & trajectory

8 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica