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  2. WATERFORD COUNTRY SCHOOL, INC.
Sponsor portfolio

WATERFORD COUNTRY SCHOOL, INC.

EIN 06-0861862-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$11.2M assets
Welfare
1
$1.2M premiums
Participants
380
78 HUNTS BROOK ROAD - QUAKER HILL, CT 06375860-442-9454waterfordcountryschool.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#002403b-$11.2M - 259 part#501Fully Insured-$1.2M - 173 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 173 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.2M
  • Health$1.2M
  • Dental$1.2M
  • Life$1.2M
  • Long-term disability$1.2M
  • Prescription drug$1.2M
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • UNITEDHEALTHCARE INSURANCE COMPANY99%
  • ANTHEM LIFE INSURANCE COMPANY0%
  • AFLAC0%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • SCHUSTER DRISCOLL LLC88%
  • NFP INSURANCE SERVICES INC11%
  • FILIPE A COELHO0%
  • JEANNETTE A COLE0%
  • USI INSURANCE SERVICES LLC0%
  • +2 more
Total $41K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

403(B) THRIFT PLAN FOR WATERFORD COUNTRY SCHOOL, INC.

403b

Assets$11.2M
Participants259
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WATERFORD COUNTRY SCHOOL, INC. HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.2M
Covered lives173
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002403(B) THRIFT PLAN FOR WATERFORD COUNTRY SCHOOL, INC.403b$11.2M2592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WATERFORD COUNTRY SCHOOL, INC. HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.2M1732025
Retirement plans
Welfare plans
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