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Sponsor portfolio

CALHOUN SCHOOL

EIN 13-1623919-Latest filing 2025
Plans
3
Retirement
1
$69.0M assets
Welfare
2
$2.4M premiums
Participants
636
433 WEST END AVENUE - NEW YORK, NY 10024212-497-6509
Plans on this EIN
3 filings
#001403b-$69.0M - 389 part#501Fully Insured-$2.4M - 156 lives#510Self Funded-0 lives

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY97%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
Total $2.4M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $108K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CALHOUN SCHOOL 403(B) DC PLAN

403b

Assets$69.0M
Participants389
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE CALHOUN SCHOOL EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.4M
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

THE CALHOUN SCHOOL HEALTH REIMBURSEMENT ACCOUNT

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CALHOUN SCHOOL 403(B) DC PLAN403b$69.0M3892024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE CALHOUN SCHOOL EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.4M1562025
510THE CALHOUN SCHOOL HEALTH REIMBURSEMENT ACCOUNTSelf Funded-$002024
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