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Sponsor portfolioTH

THE WILLISTON NORTHAMPTON SCHOOL

EIN 04-1975990-primary/secondary education-Latest filing 2025
Plans
3
Retirement
1
$56.0M assets
Welfare
2
$239K premiums
Participants
814
19 PAYSON AVENUE - EASTHAMPTON, MA 01027413-529-3000williston.comLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
3 filings
#001403b-$56.0M - 511 part#501Mixed-$239K - 339 lives#990Self Funded-0 lives

Benefits portfolio analytics

2 plans / $239K premiums / 339 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$166K
  • Life$65K
  • Long-term disability$65K
  • Other$65K
  • Vision$8K
Total $239K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • DELTA DENTAL OF CALIFORNIA69%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY27%
  • EYEMED VISION CARE3%
Total $239K3 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • ASSUREDPARTNERS75%
  • SMITH BROTHERS INSURANCE LLC25%
Total $22K2 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

THE WILLISTON NORTHAMPTON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$56.0M
Participants511
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE WILLISTON NORTHAMPTON SCHOOL GROUP HEALTH PLAN

Mixed - DENTAL SERVICE OF MASSACHUSETTS, INC. D/B/A DELTA DENTAL OF MA

Premiums$239K
Covered lives339
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#990

THE WILLISTON NORTHAMPTON SCHOOL HRA

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE WILLISTON NORTHAMPTON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403b$56.0M5112024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE WILLISTON NORTHAMPTON SCHOOL GROUP HEALTH PLANMixedDENTAL SERVICE OF MASSACHUSETTS, INC. D/B/A DELTA DENTAL OF MA$239K3392025
990THE WILLISTON NORTHAMPTON SCHOOL HRASelf Funded-$002025
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