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  2. THE CHAPIN SCHOOL LTD.
Sponsor portfolioTH

THE CHAPIN SCHOOL LTD.

EIN 13-1635257-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$123.2M assets
Welfare
1
$3.9M premiums
Participants
923
100 EAST END AVENUE - NEW YORK, NY 10028212-570-4984chapin.eduLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$123.2M - 679 part#502Fully Insured-$3.9M - 217 lives

Benefits portfolio analytics

1 plan / $3.9M premiums / 217 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.8M
  • Other$105K
  • Life$90K
  • Long-term disability$90K
  • Dental$29K
  • Vision$29K
Total $3.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • UNITEDHEALTHCARE INSURANCE COMPANY97%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
  • AFLAC0%
Total $3.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • AUSTIN & CO INC55%
  • CORPORATE SYNERGIES GROUP LLC43%
  • GCG FINANCIAL LLC0%
  • MJ INSURANCE0%
  • BEAULIEU BENEFITS INC0%
  • +3 more
Total $178K8 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 CHAPIN SCHOOL RETIREMENT AND SAVINGS PLAN

403b

Assets$123.2M
Participants679
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE CHAPIN SCHOOL HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.9M
Covered lives217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE CHAPIN SCHOOL RETIREMENT AND SAVINGS PLAN403b$123.2M6792025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE CHAPIN SCHOOL HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.9M2172025
Retirement plans
Welfare plans
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