Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.4M
- Prescription drug$2.4M
- Dental$116K
- Life$41K
- Other$41K
- Long-term disability$35K
Sponsor portfolioTH
THE SPENCE SCHOOL
EIN 13-1635286Latest filing 2025
Plans
4
Retirement
1
$137.3M assets
Welfare
3
$2.6M premiums
Participants
1,287
22 EAST 91ST STREET - NEW YORK, NY 10128212-289-5940
Benefits portfolio analytics
3 plans / $2.6M premiums / 730 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- UNITEDHEALTHCARE INSURANCE COMPANY93%
- AETNA LIFE INSURANCE COMPANY4%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA3%
Broker market share
Schedule A broker compensation
100%top
- CORPORATE SYNERGIES GROUP LLC100%
- 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
THE SPENCE SCHOOL RETIREMENT AND SAVINGS PLAN
403b
Assets$137.3M
Participants684
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
MAJOR MEDICAL AND LIFE INSURANCE BENEFITS
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.5M
Covered lives290
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
THE SPENCE SCHOOL DENTAL PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$116K
Covered lives297
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
LONG TERM DISABILITY PLAN
Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$35K
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE SPENCE SCHOOL RETIREMENT AND SAVINGS PLAN | 403b | $137.3M | 684 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | MAJOR MEDICAL AND LIFE INSURANCE BENEFITS | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.5M | 290 | 2025 | |
| 504 | THE SPENCE SCHOOL DENTAL PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $116K | 297 | 2025 | |
| 502 | LONG TERM DISABILITY PLAN | Fully Insured | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $35K | 143 | 2025 |
Retirement plans
Welfare plans