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Sponsor portfolioTH

COLUMBIA GRAMMAR & PREPARATORY SCHOOL

EIN 13-0590970-Latest filing 2025
Plans
4
Retirement
1
$138.0M assets
Welfare
3
$7.4M premiums
Participants
1,524
5 WEST 93RD STREET - NEW YORK, NY 10025212-749-6200
Plans on this EIN
4 filings
#003403b-$138.0M - 586 part#501Fully Insured-$7.2M - 476 lives#502Fully Insured-$218K - 318 lives#503Self Funded-0 lives

Benefits portfolio analytics

3 plans / $7.4M premiums / 794 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.9M
  • Dental$244K
  • Vision$244K
  • Life$160K
  • Short-term disability$160K
  • Other$160K
  • +1 more
Total $7.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • UNITEDHEALTHCARE INSURANCE COMPANY97%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
  • HARTFORD LIFE AND ACCIDENT0%
Total $7.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • AUSTIN & CO INC93%
  • GCG FINANCIAL LLC7%
Total $291K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403(B) DC PLAN

403b

Assets$138.0M
Participants586
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MEDICAL PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$7.2M
Covered lives476
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$218K
Covered lives318
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

COLUMBIA GRAMMAR & PREPARATORY SCHOOL SECTION 125 FLEXIBLE SPENDING PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003COLUMBIA GRAMMAR AND PREPARATORY SCHOOL 403(B) DC PLAN403b$138.0M5862024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MEDICAL PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOLFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$7.2M4762025
502INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOLFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$218K3182025
503COLUMBIA GRAMMAR & PREPARATORY SCHOOL SECTION 125 FLEXIBLE SPENDING PLANSelf Funded-$002025
Retirement plans
Welfare plans
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