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Filings through Oct 24, 2026.

Calhoun School

EIN 13-1623919-Educational Services-Latest filing 2025
Plans
3
Retirement
1
$76.7M assets
Health & Benefits
2
$2.4M premiums
Participants
643
433 WEST END AVENUE - NEW YORK, NY 10024212-497-6509
Plans on this EIN
3 filings
#001403(b)-$76.7M - 396 part#501Fully insured-$2.4M - 156 lives#510Self-funded-0 lives

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

Benefits portfolio analytics

2 plans / $2.4M premiums / 156 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Prescription drug$2.2M
  • Dental$151K
  • Vision$151K
  • Life$76K
  • Short-term disability$76K
  • +2 more
Total $2.4M8 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

CALHOUN SCHOOL 403(B) DC PLAN

403(b)

Assets$76.7M
Participants396
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

THE CALHOUN SCHOOL EMPLOYEE BENEFITS PLAN

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.4M
Covered lives156
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#510

THE CALHOUN SCHOOL HEALTH REIMBURSEMENT ACCOUNT

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CALHOUN SCHOOL 403(B) DC PLAN403(b)$76.7M3962025
  • CALHOUN SCHOOL 403(B) DC PLAN$76.7M
    #001 · 403(b) · 2025396

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501THE CALHOUN SCHOOL EMPLOYEE BENEFITS PLANFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.4M1562025
#510THE CALHOUN SCHOOL HEALTH REIMBURSEMENT ACCOUNTSelf-funded-$002024
  • THE CALHOUN SCHOOL EMPLOYEE BENEFITS PLAN$2.4M
    #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025156
  • THE CALHOUN SCHOOL HEALTH REIMBURSEMENT ACCOUNT$0
    #510 · Self-funded · 20240
Retirement plans
Health & Benefits plans

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