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Sponsor portfolioTH

THE BREARLEY SCHOOL

EIN 13-1623915-primary/secondary education-Latest filing 2025
Plans
3
Retirement
1
$148.5M assets
Welfare
2
$4.4M premiums
Participants
1,340
610 EAST 83RD STREET - NEW YORK, NY 100287902212-744-8582brearley.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
3 filings
#001403b-$148.5M - 858 part#998Fully Insured-$4.3M - 239 lives#502Fully Insured-$97K - 243 lives

Benefits portfolio analytics

2 plans / $4.4M premiums / 482 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.3M
  • Dental$4.3M
  • Vision$4.3M
  • Short-term disability$73K
  • Long-term disability$73K
  • Life$23K
  • +1 more
Total $4.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • ANTHEM LIFE INSURANCE COMPANY98%
  • HARTFORD LIFE AND ACCIDENT2%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $4.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • AUSTIN & CO INC99%
  • GCG FINANCIAL LLC1%
Total $166K2 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 BREARLEY SCHOOL RETIREMENT PLAN

403b

Assets$148.5M
Participants858
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#998

THE BREARLEY SCHOOL GROUP HEALTH PLAN

Fully Insured - ANTHEM BLUE CROSS AND BLUE SHIELD

Premiums$4.3M
Covered lives239
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

THE BREARLEY SCHOOL GROUP TOTAL DISABILITY BENEFITS PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$97K
Covered lives243
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE BREARLEY SCHOOL RETIREMENT PLAN403b$148.5M8582025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
998THE BREARLEY SCHOOL GROUP HEALTH PLANFully InsuredANTHEM BLUE CROSS AND BLUE SHIELD$4.3M2392024
502THE BREARLEY SCHOOL GROUP TOTAL DISABILITY BENEFITS PLANFully InsuredHARTFORD LIFE AND ACCIDENT$97K2432024
Retirement plans
Welfare plans
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