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Sponsor portfolioTH

THE HOTCHKISS SCHOOL

EIN 06-0647018-primary/secondary education-Latest filing 2025
Plans
3
Retirement
1
$183.9M assets
Welfare
2
$1.3M premiums
Participants
1,352
11 INTERLAKEN ROAD - LAKEVILLE, CT 06039860-435-4452hotchkiss.orgLinkedIn201-500 employeesprimary/secondary education
Plans on this EIN
3 filings
#005403b-$183.9M - 900 part#509Fully Insured-$1.1M - 161 lives#505Mixed-$214K - 330 lives

Benefits portfolio analytics

2 plans / $1.3M premiums / 491 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Other$186K
  • Life$133K
  • Long-term disability$133K
  • Vision$27K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITEDHEALTHCARE INSURANCE COMPANY86%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY10%
  • MODERN HEALTH4%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • NFP INSURANCE SERVICES INC89%
  • SCHUSTER DRISCOLL LLC11%
Total $22K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

THE HOTCHKISS SCHOOL 403(B) RETIREMENT PLAN

403b

Assets$183.9M
Participants900
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

THE HOTCHKISS SCHOOL PRMB

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.1M
Covered lives161
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

THE HOTCHKISS SCHOOL HEALTH AND WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$214K
Covered lives330
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
005THE HOTCHKISS SCHOOL 403(B) RETIREMENT PLAN403b$183.9M9002024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
509THE HOTCHKISS SCHOOL PRMBFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.1M1612025
505THE HOTCHKISS SCHOOL HEALTH AND WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$214K3302025
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