PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. THE EDUCATION TRUST

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 52-1982223

THE EDUCATION TRUST

1501 K STREET, NW · WASHINGTON, DC 20005
2022931217
Plans filed
4
Years active
2021–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$1.8M
No prior year
Persons covered
139
No prior year
Total participants
144
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #505$1.8M
THE EDUCATION TRUST HEALTH AND WELFARE PLAN
Mixed139 covered·6 carriers
Primary: CAREFIRST BLUE CHOICE, INC.
Plan #503$57K
THE EDUCATION TRUST, INC. LIFE AND STD INSURANCE PLAN
Fully insured0 covered·1 carrier
Primary: PRUDENTIAL INSURANCE COMPANY OF AMERICA
Plan #501$32K
THE EDUCATION TRUST, INC. LONG TERM DISABILITY INSURANCE PLAN
Fully insured0 covered·1 carrier
Primary: PRUDENTIAL INSURANCE COMPANY OF AMERICA
Plan #502$30K
GROUP LIFE INSURANCE AND AD&D INSURANCE
Fully insured107 covered·1 carrier
Primary: STANDARD INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.6M45.5%
Prescription drug$1.6M45.5%
Dental$89K2.6%
Other$82K2.4%
Life$62K1.8%
Long-term disability$62K1.8%
Vision$13K0.4%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 521358219
HRx
$1.6M89.5%11131
UNITED CONCORDIA INSURANCE COMPANY
EIN 860307623
D
$89K5.1%11137
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
LLTDOth
$62K3.6%11131
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$13K0.8%11133
METROPOLITAN LIFE INSURANCE COMPANY
EIN 541566589
Oth
$10K0.6%1139
HEALTH ADVOCATE SOLUTIONS, INC.
EIN 233080019
Oth
$9K0.5%11139

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CBIZ BENEFITS & INSURANCE SERVICESCINCINNATI, OHPRUDENTIAL INSURANCE COMPANY OF AMERICA, LEGAL RESOURCES, UNITED CONCORDIA INSURANCE COMPANY, FIDELITY SECURITY LIFE INSURANCE COMPANY, CAREFIRST BLUE CHOICE, INC.$15K$102K$117K100.0%1
IMGINDIANAPOLIS, INPRUDENTIAL INSURANCE COMPANY OF AMERICA$0$18$180.0%1

History & trajectory

5 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