PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. HOLDERNESS SCHOOL
Sponsor portfolioTH

HOLDERNESS SCHOOL

EIN 02-0147630-Latest filing 2025
Plans
4
Retirement
1
$42.5M assets
Welfare
3
$58K premiums
Participants
705
CHAPEL LANE, PO BOX 1879 - PLYMOUTH, NH 03264603-536-1748
Plans on this EIN
4 filings
#001403b-$42.5M - 332 part#504Fully Insured-$33K - 133 lives#505Fully Insured-$25K - 133 lives#502Self Funded-0 lives

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

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $58K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $11K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HOLDERNESS SCHOOL DC RETIREMENT PLAN

403b

Assets$42.5M
Participants332
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

HOLDERNESS SCHOOL LIFE INSURANCE PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$33K
Covered lives133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

HOLDERNESS SCHOOL LONG TERM DISABILITY PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$25K
Covered lives133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

HOLDERNESS SCHOOL HEALTH PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOLDERNESS SCHOOL DC RETIREMENT PLAN403b$42.5M3322024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest 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
Retirement plans
Welfare plans
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