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Sponsor portfolio

THE PORTER AND CHESTER INSTITUTE, INC.

EIN 06-0852205-higher education-Latest filing 2025
Plans
2
Retirement
1
$16.2M assets
Welfare
1
$2.3M premiums
Participants
655
2080 SILAS DEANE HWY, 3RD FLR SUITE 302 - ROCKY HILL, CT 06067860-768-1466porterchester.comLinkedIn201-500 employeeshigher education
Plans on this EIN
2 filings
#001401k-$16.2M - 428 part#501Fully Insured-$2.3M - 214 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 214 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$2.1M
  • Health$2.0M
  • Dental$73K
  • Life$51K
  • Short-term disability$50K
  • Long-term disability$31K
  • +1 more
Total $2.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY90%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA6%
  • DELTA DENTAL OF CALIFORNIA3%
  • EYEMED VISION CARE0%
Total $2.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • DIGITAL INSURANCE LLC89%
  • CENTRO BENEFITS RESEARCH LLC10%
  • ENROLLEASE1%
Total $108K3 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

THE PORTER AND CHESTER INSTITUTE, INC. RETIREMENT FUND

401k

Assets$16.2M
Participants428
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PORTER AND CHESTER INSTITUTE HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.3M
Covered lives214
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE PORTER AND CHESTER INSTITUTE, INC. RETIREMENT FUND401k$16.2M4282025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PORTER AND CHESTER INSTITUTE HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.3M2142025
Retirement plans
Welfare plans
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