Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$36K
- Life$35K
- Long-term disability$19K
Sponsor portfolio
BERWICK ACADEMY
EIN 01-0223755education managementLatest filing 2025
Plans
2
Retirement
1
$36.4M assets
Welfare
1
$56K premiums
Participants
566
31 ACADEMY STREET - SOUTH BERWICK, ME 03908207-384-6113berwickacademy.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $56K premiums / 131 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY97%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD3%
Broker market share
Schedule A broker compensation
97%top
- DIGITAL INSURANCE LLC97%
- ENROLLEASE3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BERWICK ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$36.4M
Participants435
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
BERWICK ACADEMY EMPLOYEE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$56K
Covered lives131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BERWICK ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $36.4M | 435 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | BERWICK ACADEMY EMPLOYEE BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $56K | 131 | 2025 |
Retirement plans
Welfare plans