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Sponsor portfolioTH

BELMONT HILL SCHOOL

EIN 04-2103870-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$73.9M assets
Welfare
1
$3.8M premiums
Participants
386
350 PROSPECT STREET - BELMONT, MA 024782662617-484-4410belmonthill.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$73.9M - 269 part#504Fully Insured-$3.8M - 298 lives

Benefits portfolio analytics

1 plan / $3.8M premiums / 298 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.5M
  • Dental$172K
  • Life$76K
  • Long-term disability$76K
  • Other$76K
  • Vision$14K
Total $3.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • BLUE CROSS OF CALIFORNIA98%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
Total $3.8M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HILB GROUP OF NEW ENGLAND100%
Total $150K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BELMONT HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$73.9M
Participants269
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

BELMONT HILL SCHOOL EMPLOYEE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS

Premiums$3.8M
Covered lives298
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BELMONT HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403b$73.9M2692025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504BELMONT HILL SCHOOL EMPLOYEE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS$3.8M2982025
Retirement plans
Welfare plans
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