Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.6M
- Life$546K
- Short-term disability$546K
- Long-term disability$546K
- Vision$71K
Sponsor portfolioTH
BRATTLEBORO RETREAT
EIN 03-0107360mental health careLatest filing 2025
Plans
2
Retirement
1
$47.8M assets
Welfare
1
$1.7M premiums
Participants
1,392
ANNA MARSH LANE, PO BOX 803 - BRATTLEBORO, VT 053020803802-258-3757brattlebororetreat.orgLinkedIn201-500 employeesmental health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 468 covered livesCarrier market share
Premium dollars by Schedule A carrier
63%top
- RELIASTAR LIFE INSURANCE COMPANY63%
- RELIANCE STANDARD LIFE INSURANCE COMPANY32%
- VISION SERVICE PLAN4%
Broker market share
Schedule A broker compensation
81%top
- THE RICHARDS GROUP81%
- COMBINED SERVICES LLC12%
- UNITED BENEFIT ADVISORS LLC4%
- BENE RE LLC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BRATTLEBORO RETREAT 403(B) RETIREMENT SAVINGS PLAN
403b
Assets$47.8M
Participants1,004
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
BRATTLEBORO RETREAT HEALTH & WELFARE BENEFIT PLAN
Mixed - RELIASTAR LIFE INSURANCE COMPANY
Premiums$1.7M
Covered lives468
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BRATTLEBORO RETREAT 403(B) RETIREMENT SAVINGS PLAN | 403b | $47.8M | 1,004 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | BRATTLEBORO RETREAT HEALTH & WELFARE BENEFIT PLAN | Mixed | RELIASTAR LIFE INSURANCE COMPANY | $1.7M | 468 | 2025 |
Retirement plans
Welfare plans