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

DANA HALL SCHOOL

EIN 04-2103562-Latest filing 2025
Plans
2
Retirement
1
$63.1M assets
Welfare
1
$1.5M premiums
Participants
718
45 DANA RD. - WELLESLEY, MA 02482781-235-3010
Plans on this EIN
2 filings
#003403b-$63.1M - 573 part#501Fully Insured-$1.5M - 298 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 298 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$184K
  • Life$62K
  • Long-term disability$45K
  • Other$4K
Total $1.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • HARVARD PILGRIM HEALTH CARE80%
  • DENTAL CARE PLUS, INC.12%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY7%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HILB GROUP OF NEW ENGLAND100%
Total $98K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES

403b

Assets$63.1M
Participants573
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DANA HALL SCHOOL HEALTH & WELFARE BENEFIT PLAN

Fully Insured - HARVARD PILGRIM HEALTH CARE

Premiums$1.5M
Covered lives298
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES403b$63.1M5732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DANA HALL SCHOOL HEALTH & WELFARE BENEFIT PLANFully InsuredHARVARD PILGRIM HEALTH CARE$1.5M2982025
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