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Sponsor portfolioTH

BRIMMER AND MAY SCHOOL

EIN 04-2103935-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$25.6M assets
Welfare
1
$69K premiums
Participants
323
69 MIDDLESEX ROAD - CHESTNUT HILL, MA 02467617-566-7462brimmer.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$25.6M - 214 part#503Fully Insured-$69K - 109 lives

Benefits portfolio analytics

1 plan / $69K premiums / 109 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$69K
  • Short-term disability$69K
  • Long-term disability$69K
  • Other$69K
Total $69K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $69K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $10K1 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

BRIMMER AND MAY SCHOOL RETIREMENT PLAN

403b

Assets$25.6M
Participants214
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

BRIMMER AND MAY LIFE & DISABILITY PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$69K
Covered lives109
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BRIMMER AND MAY SCHOOL RETIREMENT PLAN403b$25.6M2142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503BRIMMER AND MAY LIFE & DISABILITY PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$69K1092025
Retirement plans
Welfare plans
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