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Sponsor portfolioTH

TRUSTEES OF DEERFIELD ACADEMY

EIN 04-2103563-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$156.5M assets
Welfare
1
$6.2M premiums
Participants
1,384
7 BOYDEN LANE - DEERFIELD, MA 013420087413-772-0241
Plans on this EIN
2 filings
#001403b-$156.5M - 998 part#501Fully Insured-$6.2M - 695 lives

Benefits portfolio analytics

1 plan / $6.2M premiums / 695 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.7M
  • Prescription drug$5.7M
  • Dental$334K
  • Life$193K
  • Long-term disability$193K
  • Other$193K
  • +1 more
Total $6.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • HEALTH NEW ENGLAND, INC.91%
  • DELTA DENTAL OF CALIFORNIA5%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
  • EYEMED VISION CARE1%
Total $6.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • UNKNOWN74%
  • ASSUREDPARTNERS21%
  • SBI BENEFITS CONSULTANTS5%
Total $251K3 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

TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$156.5M
Participants998
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DEERFIELD ACADEMY GROUP HEALTH INSURANCE PLAN

Fully Insured - HEALTH NEW ENGLAND, INC.

Premiums$6.2M
Covered lives695
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN403b$156.5M9982025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DEERFIELD ACADEMY GROUP HEALTH INSURANCE PLANFully InsuredHEALTH NEW ENGLAND, INC.$6.2M6952024
Retirement plans
Welfare plans
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