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Sponsor portfolioTH

ALLEN-STEVENSON SCHOOL

EIN 13-1623878-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$87.8M assets
Welfare
1
$81K premiums
Participants
421
132 EAST 78TH STREET - NEW YORK, NY 100750381212-288-6710allen-stevenson.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$87.8M - 317 part#501Fully Insured-$81K - 104 lives

Benefits portfolio analytics

1 plan / $81K premiums / 104 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$81K
  • Long-term disability$81K
  • Other$81K
Total $81K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA100%
Total $81K1 slice

Broker market share

Schedule A broker compensation

Split broker
63%top
  • AUSTIN & CO INC63%
  • GCG FINANCIAL LLC37%
  • IMG0%
Total $11K3 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

ALLEN-STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$87.8M
Participants317
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALLEN-STEVENSON SCHOOL WELFARE PLAN

Fully Insured - THE PRUDENTIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$81K
Covered lives104
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALLEN-STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403b$87.8M3172025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALLEN-STEVENSON SCHOOL WELFARE PLANFully InsuredTHE PRUDENTIAL LIFE INSURANCE COMPANY OF AMERICA$81K1042025
Retirement plans
Welfare plans
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