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
Filings through .
Top hat
The Hotchkiss School
EIN 06-0647018primary/secondary educationLatest filing 2025
Plans
3
Retirement
1
$207.3M assets
Health & Benefits
2
$1.3M premiums
Participants
1,369
11 INTERLAKEN ROAD - LAKEVILLE, CT 06039860-435-4452hotchkiss.orgLinkedIn201-500 employeesprimary/secondary education
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $1.3M premiums / 491 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#005
THE HOTCHKISS SCHOOL 403(B) RETIREMENT PLAN
403(b)
Assets$207.3M
Participants917
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#509
THE HOTCHKISS SCHOOL PRMB
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.1M
Covered lives161
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
THE HOTCHKISS SCHOOL HEALTH AND WELFARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$214K
Covered lives330
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #005 | THE HOTCHKISS SCHOOL 403(B) RETIREMENT PLAN | 403(b) | $207.3M | 917 | 2025 |
- #005 · 403(b) · 2025917
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #509 | THE HOTCHKISS SCHOOL PRMB | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.1M | 161 | 2025 |
| #505 | THE HOTCHKISS SCHOOL HEALTH AND WELFARE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $214K | 330 | 2025 |
- #509 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025161
- #505 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025330
Retirement plans
Health & Benefits plans