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Filings through Oct 24, 2026.

Portledge School

EIN 11-6044973-non-profit organization management-Latest filing 2025
Plans
3
Retirement
1
$41.9M assets
Health & Benefits
2
$28K premiums
Participants
311
355 DUCK POND ROAD - LOCUST VALLEY, NY 115602499516-750-3221portledge.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
3 filings
#001403(b)-$41.9M - 311 part#502Fully insured-$24K - 110 lives#503Fully insured-$4K - 107 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $28K premiums / 217 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$24K
  • Long-term disability$15K
Total $39K2 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

PORTLEDGE SCHOOL RETIREMENT PLAN RA

403(b)

Assets$41.9M
Participants311
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

PORTLEDGE SCHOOL SHORT-TERM DISABILITY PLAN

Fully insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$24K
Covered lives110
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

PORTLEDGE SCHOOL LONG-TERM DISABILITY PLAN

Fully insured - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$4K
Covered lives107
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PORTLEDGE SCHOOL RETIREMENT PLAN RA403(b)$41.9M3112025
  • PORTLEDGE SCHOOL RETIREMENT PLAN RA$41.9M
    #001 · 403(b) · 2025311

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502PORTLEDGE SCHOOL SHORT-TERM DISABILITY PLANFully insuredPRINCIPAL LIFE INSURANCE COMPANY$24K1102025
#503PORTLEDGE SCHOOL LONG-TERM DISABILITY PLANFully insuredFIRST UNUM LIFE INSURANCE COMPANY$4K1072025
  • PORTLEDGE SCHOOL SHORT-TERM DISABILITY PLAN$24K
    #502 · Fully insured · PRINCIPAL LIFE INSURANCE COMPANY · 2025110
  • PORTLEDGE SCHOOL LONG-TERM DISABILITY PLAN$4K
    #503 · Fully insured · FIRST UNUM LIFE INSURANCE COMPANY · 2025107
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
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