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Sponsor portfolioTH

SAINT ANNS SCHOOL

EIN 11-2606681-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$110.2M assets
Welfare
1
$308K premiums
Participants
962
129 PIERREPONT STREET - BROOKLYN, NY 11201718-522-1660saintannsny.orgLinkedIn201-500 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$110.2M - 644 part#501Mixed-$308K - 407 lives

Benefits portfolio analytics

1 plan / $308K premiums / 407 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$183K
  • Other$108K
  • Life$100K
  • Long-term disability$100K
  • Vision$17K
Total $308K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • AETNA LIFE INSURANCE COMPANY59%
  • HARTFORD LIFE AND ACCIDENT32%
  • ANTHEM LIFE INSURANCE COMPANY6%
  • AFLAC1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $308K5 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • CORPORATE SYNERGIES GROUP LLC86%
  • CENTRO BENEFITS RESEARCH LLC10%
  • FOUNDATION RISK PARTNERS CORP3%
  • JEFF SCHONSKY1%
  • KOBER ASSOCIATES LLC0%
  • +1 more
Total $48K6 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

THE SAINT ANN'S SCHOOL TAX DEFERRED ANNUITY PLAN

403b

Assets$110.2M
Participants644
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAINT ANN'S EMPLOYEE BENEFITS PLAN

Mixed - AETNA LIFE INSURANCE CO.

Premiums$308K
Covered lives407
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE SAINT ANN'S SCHOOL TAX DEFERRED ANNUITY PLAN403b$110.2M6442025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAINT ANN'S EMPLOYEE BENEFITS PLANMixedAETNA LIFE INSURANCE CO.$308K4072025
Retirement plans
Welfare plans
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