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Sponsor portfolioTH

ST. GEORGE'S SCHOOL

EIN 05-0259009-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$53.6M assets
Welfare
1
$1.6M premiums
Participants
587
372 PURGATORY ROAD - MIDDLETOWN, RI 02842401-847-7565stgeorges.eduLinkedIn201-500 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$53.6M - 432 part#501Fully Insured-$1.6M - 276 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 276 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Vision$1.5M
  • Prescription drug$1.5M
  • Dental$104K
  • Life$69K
  • Short-term disability$69K
  • +2 more
Total $1.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • DELTA DENTAL OF CALIFORNIA6%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • NFP INSURANCE SERVICES INC72%
  • BROWN & BROWN INSURANCE SERVICES15%
  • STRATEGIC NON-MEDICAL SOLUTION7%
  • SCHUSTER DRISCOLL LLC6%
Total $61K4 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

ST. GEORGE'S SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$53.6M
Participants432
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ST. GEORGE'S SCHOOL HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF RHODE ISLAND

Premiums$1.6M
Covered lives276
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ST. GEORGE'S SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403b$53.6M4322025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ST. GEORGE'S SCHOOL HEALTH AND WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF RHODE ISLAND$1.6M2762025
Retirement plans
Welfare plans
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