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Sponsor portfolioTH

TREVOR DAY SCHOOL

EIN 13-1635261-Educational Services-Latest filing 2024
Plans
3
Retirement
1
$73.6M assets
Welfare
2
$4.4M premiums
Participants
1,015
312 EAST 95TH STREET - NEW YORK, NY 101285788212-426-3331
Plans on this EIN
3 filings
#001403b-$73.6M - 572 part#502Fully Insured-$4.3M - 266 lives#501Fully Insured-$93K - 177 lives

Benefits portfolio analytics

2 plans / $4.4M premiums / 443 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.3M
  • Long-term disability$85K
  • Life$81K
  • Other$81K
Total $4.4M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • UNITEDHEALTHCARE INSURANCE COMPANY98%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY0%
Total $4.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • AUSTIN & CO INC100%
  • GCG FINANCIAL LLC0%
Total $185K2 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

TREVOR DAY SCHOOL RETIREMENT AND SAVINGS PLAN

403b

Assets$73.6M
Participants572
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

TREVOR DAY SCHOOL

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.3M
Covered lives266
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

TREVOR DAY SCHOOL

Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$93K
Covered lives177
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TREVOR DAY SCHOOL RETIREMENT AND SAVINGS PLAN403b$73.6M5722024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502TREVOR DAY SCHOOLFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$4.3M2662024
501TREVOR DAY SCHOOLFully InsuredFIRST UNUM LIFE INSURANCE COMPANY$93K1772024
Retirement plans
Welfare plans
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