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
Filings through .
Top hat
The Spence School
EIN 13-1635286Educational ServicesLatest filing 2025
Plans
4
Retirement
1
$151.7M assets
Health & Benefits
3
$2.6M premiums
Participants
1,295
22 EAST 91ST STREET - NEW YORK, NY 101280657212-289-5940
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Benefits portfolio analytics
3 plans / $2.6M premiums / 730 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
THE SPENCE SCHOOL RETIREMENT AND SAVINGS PLAN
403(b)
Assets$151.7M
Participants692
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
MAJOR MEDICAL AND LIFE INSURANCE BENEFITS
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.5M
Covered lives290
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
THE SPENCE SCHOOL DENTAL PLAN
Fully insured - AETNA LIFE INSURANCE CO.
Premiums$116K
Covered lives297
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
LONG TERM DISABILITY PLAN
Fully insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$35K
Covered lives143
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE SPENCE SCHOOL RETIREMENT AND SAVINGS PLAN | 403(b) | $151.7M | 692 | 2025 |
- #001 · 403(b) · 2025692
Health & Benefits plans
3 plans on this EIN
| 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 |
- #503 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025290
- #504 · Fully insured · AETNA LIFE INSURANCE CO. · 2025297
- #502 · Fully insured · PRUDENTIAL INSURANCE COMPANY OF AMERICA · 2025143
Retirement plans
Health & Benefits plans