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Sponsor portfolio

LINCOLN SCHOOL

EIN 05-0258900-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$31.5M assets
Welfare
1
$941K premiums
Participants
564
301 BUTLER AVENUE - PROVIDENCE, RI 02906401-331-9696
Plans on this EIN
2 filings
#001403b-$31.5M - 442 part#501Fully Insured-$941K - 140 lives

Benefits portfolio analytics

1 plan / $941K premiums / 140 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$843K
  • Prescription drug$843K
  • Dental$60K
  • Life$28K
  • Long-term disability$28K
  • Other$28K
  • +1 more
Total $941K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • HARVARD PILGRIM HEALTH CARE90%
  • DELTA DENTAL OF CALIFORNIA6%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
  • VISION SERVICE PLAN1%
Total $941K4 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • GALLAGHER BENEFIT SERVICES, INC.93%
  • AJG BENEFIT SERVICES7%
  • EMPLOYEE NAVIGATOR, LLC0%
Total $39K3 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

LINCOLN SCHOOL 403(B) RETIREMENT PLAN

403b

Assets$31.5M
Participants442
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LINCOLN SCHOOL HEALTH & WELFARE BENEFITS PLAN

Fully Insured - HARVARD PILGRIM HEALTH CARE OF NE INC - MA

Premiums$941K
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LINCOLN SCHOOL 403(B) RETIREMENT PLAN403b$31.5M4422025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LINCOLN SCHOOL HEALTH & WELFARE BENEFITS PLANFully InsuredHARVARD PILGRIM HEALTH CARE OF NE INC - MA$941K1402025
Retirement plans
Welfare plans
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