Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.4M
- Dental$187K
- Life$117K
- Short-term disability$117K
- Long-term disability$117K
- Other$117K
- +1 more
Sponsor portfolio
THE CARROLL SCHOOL
EIN 04-2145258primary/secondary educationLatest filing 2025
Plans
2
Retirement
1
$40.0M assets
Welfare
1
$2.7M premiums
Participants
593
25 BAKER BRIDGE ROAD - LINCOLN, MA 01773781-259-8342carrollschool.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.7M premiums / 335 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- HARVARD PILGRIM HEALTH CARE89%
- DELTA DENTAL OF CALIFORNIA7%
- HARTFORD LIFE AND ACCIDENT4%
- VISION SERVICE PLAN0%
Broker market share
Schedule A broker compensation
96%top
- HILB GROUP OF NEW ENGLAND96%
- NATIONAL ENROLLMENT PARTNERS LLC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE CARROLL SCHOOL RETIREMENT PLAN
403b
Assets$40.0M
Participants389
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
CARROLL SCHOOL WELFARE PLAN
Fully Insured - HARVARD PILGRIM HEALTH CARE
Premiums$2.7M
Covered lives335
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE CARROLL SCHOOL RETIREMENT PLAN | 403b | $40.0M | 389 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | CARROLL SCHOOL WELFARE PLAN | Fully Insured | HARVARD PILGRIM HEALTH CARE | $2.7M | 335 | 2025 |
Retirement plans
Welfare plans