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Sponsor portfolioTH

MEADOWBROOK SCHOOL

EIN 04-2104720-education management-Latest filing 2025
Plans
3
Retirement
2
$37.0M assets
Welfare
1
$1.8M premiums
Participants
353
10 FARM RD - WESTON, DC 024932479781-894-1193meadowbrook-ma.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
3 filings
#111403b-$35.0M - 217 part#222403b-$2.1M - 40 part#501Fully Insured-$1.8M - 204 lives

Retirement portfolio analytics

2 plans aggregated / $37.0M assets / 257 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • DC RETIREMENT PLAN (#111)94%
  • SCHOOL TDA PLAN (#222)6%
Total $37.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DC RETIREMENT PLAN (#111)217
  • SCHOOL TDA PLAN (#222)40
Total 257Click row to drill in

Benefits portfolio analytics

1 plan / $1.8M premiums / 204 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$90K
  • Vision$90K
  • Life$21K
  • Short-term disability$21K
  • Long-term disability$21K
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • HARVARD PILGRIM HEALTH CARE94%
  • BLUE CROSS OF CALIFORNIA5%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY1%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • INNOVO BENEFITS GROUP100%
  • NFP INSURANCE SERVICES INC0%
Total $53K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#111

MEADOWBROOK SCHOOL DC RETIREMENT PLAN

403b

Assets$35.0M
Participants217
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#222

MEADOWBROOK SCHOOL TDA PLAN

403b

Assets$2.1M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MEADOWBROOK SCHOOL OF WESTON BENEFIT PLAN

Fully Insured - HARVARD PILGRIM HEALTH CARE

Premiums$1.8M
Covered lives204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
111MEADOWBROOK SCHOOL DC RETIREMENT PLAN403b$35.0M2172025
222MEADOWBROOK SCHOOL TDA PLAN403b$2.1M402024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MEADOWBROOK SCHOOL OF WESTON BENEFIT PLANFully InsuredHARVARD PILGRIM HEALTH CARE$1.8M2042025
Retirement plans
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