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Sponsor portfolioTH

PHILLIPS EXETER ACADEMY

EIN 02-0222174-primary/secondary education-Latest filing 2025
Plans
4
Retirement
2
$243.6M assets
Welfare
2
$1.4M premiums
Participants
2,153
20 MAIN STREET - EXETER, NH 038332438603-772-4311exeter.eduLinkedIn501-1000 employeesprimary/secondary education
Plans on this EIN
4 filings
#001403b-$242.2M - 1,557 part#002TraditionalDB-$1.4M - 0 part#506Fully Insured-$868K - 135 lives#507Mixed-$565K - 665 lives

Retirement portfolio analytics

2 plans aggregated / $243.6M assets / 1,557 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • ACADEMY RETIREMENT PLAN (#001)99%
  • ACADEMY RETIREMENT PLAN (#002)1%
Total $243.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
99%top
  • THE VANGUARD GROUP, INC.99%
  • (Not disclosed)1%
Total $243.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ACADEMY RETIREMENT PLAN (#001)1,557
Total 1,557Click row to drill in

Benefits portfolio analytics

2 plans / $1.4M premiums / 800 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$908K
  • Health$868K
  • Prescription drug$868K
  • Other$524K
  • Life$509K
  • Short-term disability$509K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • UNITEDHEALTHCARE INSURANCE COMPANY61%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY36%
  • RED TREE INSURANCE COMPANY, INC.3%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Total $1.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • ASSUREDPARTNERS99%
  • COMBINED SERVICES LLC1%
Total $65K2 slices

Plan deep-dives

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

PHILLIPS EXETER ACADEMY RETIREMENT PLAN

403b

Assets$242.2M
Participants1,557
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PHILLIPS EXETER ACADEMY RETIREMENT PLAN

TraditionalDB

Assets$1.4M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

PHILLIPS EXETER ACADEMY RETIREE HEALTH CARE PLAN

Fully Insured - SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC.

Premiums$868K
Covered lives135
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

PHILLIPS EXETER ACADEMY EMPLOYEE HEALTH & WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$565K
Covered lives665
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PHILLIPS EXETER ACADEMY RETIREMENT PLAN403b$242.2M1,5572024
002PHILLIPS EXETER ACADEMY RETIREMENT PLANTraditionalDB$1.4M02025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
506PHILLIPS EXETER ACADEMY RETIREE HEALTH CARE PLANFully InsuredSIERRA HEALTH AND LIFE INSURANCE COMPANY, INC.$868K1352025
507PHILLIPS EXETER ACADEMY EMPLOYEE HEALTH & WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$565K6652025
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