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Filings through Oct 24, 2026.

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Holderness School

EIN 02-0147630-Other Services (except Public Administration)-Latest filing 2025
Plans
4
Retirement
1
$45.4M assets
Health & Benefits
3
$58K premiums
Participants
704
PO BOX 1879 - PLYMOUTH, NH 032641879603-536-1748
Plans on this EIN
4 filings
#001403(b)-$45.4M - 331 part#504Fully insured-$33K - 133 lives#505Fully insured-$25K - 133 lives#502Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.

Benefits portfolio analytics

3 plans / $58K premiums / 266 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$33K
  • Other$33K
  • Long-term disability$25K
Total $58K3 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

HOLDERNESS SCHOOL DC RETIREMENT PLAN

403(b)

Assets$45.4M
Participants331
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504

HOLDERNESS SCHOOL LIFE INSURANCE PLAN

Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$33K
Covered lives133
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505

HOLDERNESS SCHOOL LONG TERM DISABILITY PLAN

Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$25K
Covered lives133
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

HOLDERNESS SCHOOL HEALTH PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001HOLDERNESS SCHOOL DC RETIREMENT PLAN403(b)$45.4M3312025
  • HOLDERNESS SCHOOL DC RETIREMENT PLAN$45.4M
    #001 · 403(b) · 2025331

Health & Benefits plans

3 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#504HOLDERNESS SCHOOL LIFE INSURANCE PLANFully insuredUNITED OF OMAHA LIFE INSURANCE COMPANY$33K1332025
#505HOLDERNESS SCHOOL LONG TERM DISABILITY PLANFully insuredUNITED OF OMAHA LIFE INSURANCE COMPANY$25K1332025
#502HOLDERNESS SCHOOL HEALTH PLANSelf-funded-$002025
  • HOLDERNESS SCHOOL LIFE INSURANCE PLAN$33K
    #504 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025133
  • HOLDERNESS SCHOOL LONG TERM DISABILITY PLAN$25K
    #505 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025133
  • HOLDERNESS SCHOOL HEALTH PLAN$0
    #502 · Self-funded · 20250
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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