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Filings through Oct 24, 2026.

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The Brearley School

EIN 13-1623915-primary/secondary education-Latest filing 2025
Plans
3
Retirement
1
$148.5M assets
Health & Benefits
2
$4.6M premiums
Participants
858
610 EAST 83RD STREET - NEW YORK, NY 100287902212-744-8582brearley.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
3 filings
#001403(b)-$148.5M - 858 part#998Fully insured-$4.5M - 232 lives#502Fully insured-$111K - 248 lives

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

Benefits portfolio analytics

2 plans / $4.6M premiums / 480 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.5M
  • Dental$4.5M
  • Vision$4.5M
  • Short-term disability$60K
  • Long-term disability$49K
  • Life$35K
  • +1 more
Total $4.6M7 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

THE BREARLEY SCHOOL RETIREMENT PLAN

403(b)

Assets$148.5M
Participants858
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#998

THE BREARLEY SCHOOL GROUP HEALTH PLAN

Fully insured - ANTHEM BLUE CROSS AND BLUE SHIELD

Premiums$4.5M
Covered lives232
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

THE BREARLEY SCHOOL GROUP TOTAL DISABILITY BENEFITS PLAN

Fully insured - HARTFORD LIFE AND ACCIDENT

Premiums$111K
Covered lives248
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001THE BREARLEY SCHOOL RETIREMENT PLAN403(b)$148.5M8582025
  • THE BREARLEY SCHOOL RETIREMENT PLAN$148.5M
    #001 · 403(b) · 2025858

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#998THE BREARLEY SCHOOL GROUP HEALTH PLANFully insuredANTHEM BLUE CROSS AND BLUE SHIELD$4.5M2322025
#502THE BREARLEY SCHOOL GROUP TOTAL DISABILITY BENEFITS PLANFully insuredHARTFORD LIFE AND ACCIDENT$111K2482025
  • THE BREARLEY SCHOOL GROUP HEALTH PLAN$4.5M
    #998 · Fully insured · ANTHEM BLUE CROSS AND BLUE SHIELD · 2025232
  • THE BREARLEY SCHOOL GROUP TOTAL DISABILITY BENEFITS PLAN$111K
    #502 · Fully insured · HARTFORD LIFE AND ACCIDENT · 2025248
Retirement plans
Health & Benefits plans

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