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Sponsor portfolioTH

GREEN VALE SCHOOL

EIN 11-1633568-education management-Latest filing 2025
Plans
2
Retirement
1
$44.0M assets
Welfare
1
$13K premiums
Participants
333
250 VALENTINES LANE - OLD BROOKVILLE, NY 11545516-621-2420greenvaleschool.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#001403b-$44.0M - 231 part#501Fully Insured-$13K - 102 lives

Benefits portfolio analytics

1 plan / $13K premiums / 102 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$10K
  • Life$6K
  • Other$6K
Total $13K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY70%
  • HARTFORD LIFE AND ACCIDENT30%
Total $13K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AUSTIN & CO INC100%
Total $2K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GREEN VALE SCHOOL 403(B) DC PLAN RA

403b

Assets$44.0M
Participants231
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE GREEN VALE SCHOOL GROUP LIFE AND LONG-TERM DISABILITY PLAN

Fully Insured - LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK

Premiums$13K
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GREEN VALE SCHOOL 403(B) DC PLAN RA403b$44.0M2312025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE GREEN VALE SCHOOL GROUP LIFE AND LONG-TERM DISABILITY PLANFully InsuredLINCOLN LIFE & ANNUITY COMPANY OF NEW YORK$13K1022025
Retirement plans
Welfare plans
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