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Sponsor portfolioTH

LOOMIS CHAFFEE SCHOOL

EIN 06-0653119-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$126.4M assets
Welfare
1
$112K premiums
Participants
962
4 BATCHELDER ROAD - WINDSOR, CT 06095860-687-6214loomis.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$126.4M - 665 part#504Mixed-$112K - 297 lives

Benefits portfolio analytics

1 plan / $112K premiums / 297 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$99K
  • Long-term disability$99K
  • Other$99K
  • Vision$14K
Total $112K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • STANDARD INSURANCE COMPANY88%
  • AETNA LIFE INSURANCE COMPANY12%
Total $112K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $11K1 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 LOOMIS INSTITUTE PENSION PLAN

403b

Assets$126.4M
Participants665
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

LOOMIS CHAFFEE SCHOOL HEALTH AND WELFARE PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$112K
Covered lives297
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE LOOMIS INSTITUTE PENSION PLAN403b$126.4M6652025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504LOOMIS CHAFFEE SCHOOL HEALTH AND WELFARE PLANMixedSTANDARD INSURANCE COMPANY$112K2972025
Retirement plans
Welfare plans
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