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Sponsor portfolioTH

ALLEN CHASE FOUNDATION DBA EAGLEBROOK SCHOOL

EIN 04-2108341-e-learning-Latest filing 2025
Plans
2
Retirement
1
$48.5M assets
Welfare
1
$102K premiums
Participants
536
271 PINE NOOK RD - DEERFIELD, MA 013429746413-774-7411LinkedIn1-10 employeese-learning
Plans on this EIN
2 filings
#001403b-$48.5M - 391 part#502Mixed-$102K - 1,341 lives

Benefits portfolio analytics

1 plan / $102K premiums / 1,341 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$93K
  • Long-term disability$93K
  • Other$93K
  • Vision$9K
Total $102K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • STANDARD INSURANCE COMPANY91%
  • EYEMED VISION CARE9%
Total $102K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $13K1 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

ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$48.5M
Participants391
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL WELFARE BENEFIT PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$102K
Covered lives1,341
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403b$48.5M3912025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL WELFARE BENEFIT PLANMixedSTANDARD INSURANCE COMPANY$102K1,3412025
Retirement plans
Welfare plans
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