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Sponsor portfolioTH

TRUSTEES OF WESTMINSTER SCHOOL, INC.

EIN 06-0646960-Latest filing 2025
Plans
2
Retirement
1
$68.8M assets
Welfare
1
$133K premiums
Participants
506
995 HOPMEADOW STREET - SIMSBURY, CT 060701812860-408-3030
Plans on this EIN
2 filings
#001403b-$68.8M - 386 part#505Mixed-$133K - 154 lives

Benefits portfolio analytics

1 plan / $133K premiums / 154 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$75K
  • Long-term disability$22K
  • Life$12K
  • Vision$12K
Total $133K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • STANDARD INSURANCE COMPANY93%
  • EYEMED VISION CARE7%
Total $133K2 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • SMITH BROTHERS INSURANCE LLC51%
  • PROGRESSIVE BENEFIT SOLUTIONS LLC37%
  • DIGITAL INSURANCE LLC12%
Total $9K3 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

WESTMINSTER SCHOOL DEFINED CONTRIBUTION PLAN

403b

Assets$68.8M
Participants386
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

TRUSTEES OF WESTMINSTER SCHOOL, INC.-HEALTH AND WELFARE BENEFITS PROGRAM

Mixed - STANDARD INSURANCE COMPANY

Premiums$133K
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WESTMINSTER SCHOOL DEFINED CONTRIBUTION PLAN403b$68.8M3862024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505TRUSTEES OF WESTMINSTER SCHOOL, INC.-HEALTH AND WELFARE BENEFITS PROGRAMMixedSTANDARD INSURANCE COMPANY$133K1542025
Retirement plans
Welfare plans
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