Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$203K
- Long-term disability$203K
- Other$203K
- Vision$24K
Sponsor portfolioTH
CHOATE ROSEMARY HALL FOUNDATION, INC
EIN 06-0910420education managementLatest filing 2025
Plans
2
Retirement
1
$222.7M assets
Welfare
1
$228K premiums
Participants
1,303
333 CHRISTIAN STREET - WALLINGFORD, CT 06492203-697-2435choate.eduLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $228K premiums / 429 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY89%
- EYEMED VISION CARE11%
Broker market share
Schedule A broker compensation
100%top
- NFP INSURANCE SERVICES INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN
403b
Assets$222.7M
Participants983
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CHOATE ROSEMARY HALL HEALTH AND WELFARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$228K
Covered lives429
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN | 403b | $222.7M | 983 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CHOATE ROSEMARY HALL HEALTH AND WELFARE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $228K | 429 | 2025 |
Retirement plans
Welfare plans