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Sponsor portfolioTH

SAINT DAVID'S SCHOOL

EIN 13-1655283-primary/secondary education-Latest filing 2025
Plans
3
Retirement
1
$73.0M assets
Welfare
2
$2.8M premiums
Participants
779
12 EAST 89TH STREET - NEW YORK, NY 10128212-369-0058saintdavids.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
3 filings
#001403b-$73.0M - 368 part#501Fully Insured-$2.8M - 158 lives#503Self Funded-0 lives

Benefits portfolio analytics

2 plans / $2.8M premiums / 158 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Life$67K
  • Other$67K
  • Long-term disability$14K
Total $2.8M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • UNITEDHEALTHCARE INSURANCE COMPANY97%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
Total $2.8M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AUSTIN & CO INC100%
Total $122K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SAINT DAVID'S SCHOOL RETIREMENT PLAN

403b

Assets$73.0M
Participants368
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WELFARE PLAN OF SAINT DAVID'S SCHOOL

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.8M
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

SAINT DAVIDS SCHOOL DENTAL HEALTH REIMBURSEMENT ACCOUNT

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAINT DAVID'S SCHOOL RETIREMENT PLAN403b$73.0M3682024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WELFARE PLAN OF SAINT DAVID'S SCHOOLFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.8M1582025
503SAINT DAVIDS SCHOOL DENTAL HEALTH REIMBURSEMENT ACCOUNTSelf Funded-$002025
Retirement plans
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