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Sponsor portfolioTH

BROOKS SCHOOL

EIN 04-2130844-mechanical or industrial engineering-Latest filing 2025
Plans
2
Retirement
1
$66.7M assets
Welfare
1
$170K premiums
Participants
546
1160 GREAT POND ROAD - NORTH ANDOVER, MA 01845978-725-6213LinkedIn1-10 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#001403b-$66.7M - 419 part#501Mixed-$170K - 173 lives

Benefits portfolio analytics

1 plan / $170K premiums / 173 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$145K
  • Long-term disability$25K
  • Life$21K
Total $170K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • USABLE LIFE91%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
Total $170K2 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • INDIGO INSURANCE SERVICES88%
  • DIGITAL INSURANCE LLC10%
  • CENTRO BENEFITS RESEARCH LLC2%
Total $34K3 slices

Plan deep-dives

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

BROOKS SCHOOL DC RETIREMENT PLAN

403b

Assets$66.7M
Participants419
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BROOKS SCHOOL BENEFIT PLAN

Mixed - USABLE LIFE

Premiums$170K
Covered lives173
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BROOKS SCHOOL DC RETIREMENT PLAN403b$66.7M4192025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BROOKS SCHOOL BENEFIT PLANMixedUSABLE LIFE$170K1732025
Retirement plans
Welfare plans
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