Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$148K
- Life$98K
- Long-term disability$98K
- Other$98K
- Vision$15K
Sponsor portfolioTH
COLLEGIATE SCHOOL
EIN 13-1634966education managementLatest filing 2025
Plans
2
Retirement
1
$135.8M assets
Welfare
1
$261K premiums
Participants
806
301 FREEDOM PLACE SOUTH - NEW YORK, NY 10069212-812-8500collegiateschool.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $261K premiums / 214 covered livesCarrier market share
Premium dollars by Schedule A carrier
57%top
- ANTHEM LIFE INSURANCE COMPANY57%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA38%
- VISION SERVICE PLAN6%
Broker market share
Schedule A broker compensation
83%top
- EDGEWOOD PARTNERS INSURANCE CENTER83%
- CORPORATE SYNERGIES GROUP LLC17%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COLLEGIATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$135.8M
Participants638
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
COLLEGIATE SCHOOL FLEXIBLE BENEFITS PLAN
Mixed - ANTHEM BLUE CROSS
Premiums$261K
Covered lives214
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COLLEGIATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $135.8M | 638 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | COLLEGIATE SCHOOL FLEXIBLE BENEFITS PLAN | Mixed | ANTHEM BLUE CROSS | $261K | 214 | 2025 |
Retirement plans
Welfare plans