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Sponsor portfolioTH

EAGLE HILL SCHOOL

EIN 06-1072231-Educational Services-Latest filing 2025
Plans
3
Retirement
2
$39.2M assets
Welfare
1
$39K premiums
Participants
368
45 GLENVILLE ROAD - GREENWICH, CT 068315331203-622-9240eaglehillfoundation.caLinkedIn51-200 employees
Plans on this EIN
3 filings
#003403b-$32.5M - 177 part#001TraditionalDB-$6.8M - 88 part#501Mixed-$39K - 150 lives

Retirement portfolio analytics

2 plans aggregated / $39.2M assets / 265 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • FOUNDATION INC. 403(B) (#003)83%
  • FOUNDATION, INC. PENSION (#001)17%
Total $39.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOUNDATION INC. 403(B) (#003)177
  • FOUNDATION, INC. PENSION (#001)88
Total 265Click row to drill in

Benefits portfolio analytics

1 plan / $39K premiums / 150 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$31K
  • Life$20K
  • Long-term disability$20K
  • Vision$8K
Total $39K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA50%
  • AFLAC29%
  • EYEMED VISION CARE21%
Total $39K3 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • NFP INSURANCE SERVICES INC68%
  • ASA P HAZEN14%
  • MJ INSURANCE6%
  • CROSS INSURANCE4%
  • CHRISTOPHER S AUSTERMANN3%
  • +3 more
Total $5K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

EAGLE HILL FOUNDATION INC. 403(B) PLAN

403b

Assets$32.5M
Participants177
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

EAGLE HILL FOUNDATION, INC. PENSION PLAN

TraditionalDB

Assets$6.8M
Participants88
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EAGLE HILL SCHOOL WELFARE PLAN

Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$39K
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003EAGLE HILL FOUNDATION INC. 403(B) PLAN403b$32.5M1772025
001EAGLE HILL FOUNDATION, INC. PENSION PLANTraditionalDB$6.8M882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EAGLE HILL SCHOOL WELFARE PLANMixedEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$39K1502024
Retirement plans
Welfare plans
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