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Filings through Oct 24, 2026.

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Dana Hall School

EIN 04-2103562-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$70.3M assets
Health & Benefits
1
$1.5M premiums
Participants
685
45 DANA RD - WELLESLEY, MA 02482781-489-1347
Plans on this EIN
2 filings
#003403(b)-$70.3M - 540 part#501Fully insured-$1.5M - 298 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES

403(b)

Assets$70.3M
Participants540
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

DANA HALL SCHOOL HEALTH & WELFARE BENEFIT PLAN

Fully insured - HARVARD PILGRIM HEALTH CARE

Premiums$1.5M
Covered lives298
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES403(b)$70.3M5402025
  • DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES$70.3M
    #003 · 403(b) · 2025540

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501DANA HALL SCHOOL HEALTH & WELFARE BENEFIT PLANFully insuredHARVARD PILGRIM HEALTH CARE$1.5M2982025
  • DANA HALL SCHOOL HEALTH & WELFARE BENEFIT PLAN$1.5M
    #501 · Fully insured · HARVARD PILGRIM HEALTH CARE · 2025298
Retirement plans
Health & Benefits plans

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