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Sponsor portfolioTH

THE TAFT SCHOOL CORPORATION

EIN 06-0646921-Latest filing 2025
Plans
2
Retirement
1
$120.9M assets
Welfare
1
$98K premiums
Participants
863
110 WOODBURY ROAD - WATERTOWN, CT 06795860-945-7777
Plans on this EIN
2 filings
#001403b-$120.9M - 638 part#502Mixed-$98K - 474 lives

Benefits portfolio analytics

1 plan / $98K premiums / 474 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$72K
  • Long-term disability$72K
  • Other$72K
  • Vision$26K
Total $98K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY74%
  • EYEMED VISION CARE26%
Total $98K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $21K1 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

THE TAFT SCHOOL 403(B) RETIREMENT PLAN

403b

Assets$120.9M
Participants638
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE TAFT SCHOOL HEALTH & WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$98K
Covered lives474
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE TAFT SCHOOL 403(B) RETIREMENT PLAN403b$120.9M6382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE TAFT SCHOOL HEALTH & WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$98K4742025
Retirement plans
Welfare plans
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