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Sponsor portfolioTH

CARDIGAN MOUNTAIN SCHOOL

EIN 02-0223580-education management-Latest filing 2025
Plans
2
Retirement
1
$27.1M assets
Welfare
1
$45K premiums
Participants
453
62 ALUMNI DRIVE - CANAAN, NH 03741603-523-4321cardigan.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#001403b-$27.1M - 344 part#502Mixed-$45K - 108 lives

Benefits portfolio analytics

1 plan / $45K premiums / 108 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$45K
  • Long-term disability$45K
  • Other$45K
Total $45K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $45K1 slice

Broker market share

Schedule A broker compensation

Split broker
74%top
  • GALLAGHER BENEFIT SERVICES, INC.74%
  • GIS BENEFITS INC22%
  • THE ROWLEY AGENCY4%
Total $10K3 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

CARDIGAN MOUNTAIN SCHOOL DC RETIREMENT PLAN

403b

Assets$27.1M
Participants344
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CARDIGAN MOUNTAIN SCHOOL LIFE AND DISABILITY PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$45K
Covered lives108
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARDIGAN MOUNTAIN SCHOOL DC RETIREMENT PLAN403b$27.1M3442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CARDIGAN MOUNTAIN SCHOOL LIFE AND DISABILITY PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$45K1082025
Retirement plans
Welfare plans
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