Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$483K
- Life$398K
- Long-term disability$398K
- Other$398K
- Short-term disability$32K
Sponsor portfolioTH
TRUSTEES OF PHILLIPS ACADEMY
EIN 04-2103579Latest filing 2025
Plans
2
Retirement
1
$349.0M assets
Welfare
1
$914K premiums
Participants
2,035
180 MAIN STREET - ANDOVER, MA 01810978-749-4105
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $914K premiums / 989 covered livesCarrier market share
Premium dollars by Schedule A carrier
53%top
- DELTA DENTAL OF CALIFORNIA53%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY44%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Broker market share
Schedule A broker compensation
96%top
- ASSUREDPARTNERS96%
- FRED C. CHURCH INC.4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PHILLIPS ACADEMY RETIREMENT PLAN
403b
Assets$349.0M
Participants1,436
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
PHILLIPS ACADEMY HEALTH AND WELFARE PLAN
Mixed - DENTAL SERVICE OF MASSACHUSETTS, INC. D/B/A DELTA DENTAL OF MA
Premiums$914K
Covered lives989
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PHILLIPS ACADEMY RETIREMENT PLAN | 403b | $349.0M | 1,436 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | PHILLIPS ACADEMY HEALTH AND WELFARE PLAN | Mixed | DENTAL SERVICE OF MASSACHUSETTS, INC. D/B/A DELTA DENTAL OF MA | $914K | 989 | 2025 |
Retirement plans
Welfare plans