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Sponsor portfolio

PORTLEDGE SCHOOL

EIN 11-6044973-non-profit organization management-Latest filing 2025
Plans
3
Retirement
1
$38.1M assets
Welfare
2
$28K premiums
Participants
313
355 DUCK POND ROAD - LOCUST VALLEY, NY 11560516-750-3221portledge.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
3 filings
#001403b-$38.1M - 313 part#502Fully Insured-$24K - 110 lives#503Fully Insured-$4K - 107 lives

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$4K
Total $28K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • PRINCIPAL LIFE INSURANCE COMPANY84%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA16%
Total $28K2 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • AUSTIN & CO INC92%
  • GCG FINANCIAL LLC8%
Total $3K2 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

PORTLEDGE SCHOOL RETIREMENT PLAN RA

403b

Assets$38.1M
Participants313
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PORTLEDGE SCHOOL SHORT-TERM DISABILITY PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$24K
Covered lives110
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

PORTLEDGE SCHOOL LONG-TERM DISABILITY PLAN

Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$4K
Covered lives107
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PORTLEDGE SCHOOL RETIREMENT PLAN RA403b$38.1M3132024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PORTLEDGE SCHOOL SHORT-TERM DISABILITY PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$24K1102025
503PORTLEDGE SCHOOL LONG-TERM DISABILITY PLANFully InsuredFIRST UNUM LIFE INSURANCE COMPANY$4K1072025
Retirement plans
Welfare plans
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