PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. POLY PREP COUNTRY DAY SCHOOL
Sponsor portfolioTH

POLY PREP COUNTRY DAY SCHOOL

EIN 11-1630821-education management-Latest filing 2025
Plans
2
Retirement
1
$103.0M assets
Welfare
1
$6.0M premiums
Participants
948
9216 7TH AVE - BROOKLYN, NY 112283622718-836-9800polyprep.orgLinkedIn201-500 employeeseducation management
Plans on this EIN
2 filings
#001403b-$103.0M - 661 part#501Fully Insured-$6.0M - 369 lives

Benefits portfolio analytics

1 plan / $6.0M premiums / 369 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.7M
  • Dental$145K
  • Long-term disability$87K
  • Life$30K
  • Other$30K
  • Vision$20K
Total $6.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UNITEDHEALTHCARE INSURANCE COMPANY96%
  • AETNA LIFE INSURANCE COMPANY2%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
Total $6.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • AUSTIN & CO INC98%
  • GCG FINANCIAL LLC2%
Total $261K2 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

POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN

403b

Assets$103.0M
Participants661
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

POLY PREP COUNTRY DAY SCHOOL EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$6.0M
Covered lives369
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN403b$103.0M6612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501POLY PREP COUNTRY DAY SCHOOL EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$6.0M3692025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica