Assets by plan
Share of aggregate retirement assets
Filings through .
Christian Brothers Institute
EIN 13-1740153education managementLatest filing 2025
Plans
7
Retirement
2
$3.2M assets
Health & Benefits
5
$860K premiums
Participants
308
260 WILMOT RD - NEW ROCHELLE, NY 108041526914-636-6194cbvp.orgLinkedIn11-50 employeeseducation management
Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $3.2M assets / 14 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $860K premiums / 307 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
CHRISTIAN BROTHERS INSTITUTE 403(B) DC PLAN-PLAN NUMBER 358042 TIAA-CREF
403(b)
Assets$3.1M
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
CHRISTIAN BROTHERS INSTITUTE 403(B) TDA PLAN 358043 TIAA-CREF
403(b)
Assets$65K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#512
CBI
Fully insured - SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC
Premiums$450K
Covered lives87
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#511
THE CHRISTIAN BROTHERS INSTITUTE
Fully insured - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$261K
Covered lives16
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#510
CHRISTIAN BROTHERS AETNA DENTAL PLAN
Fully insured - AETNA LIFE INSURANCE CO.
Premiums$101K
Covered lives100
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#508
CHRISTIAN BROTHERS LIFE INSURANCE PLAN
Fully insured - SUN LIFE AND HEALTH INSURANCE COMPANY
Premiums$46K
Covered lives93
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#507
CHRISTIAN BROTHERS MEDICAL PLAN AE64732/699449
Fully insured - AETNA LIFE INSURANCE COMPANY
Premiums$824
Covered lives11
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CHRISTIAN BROTHERS INSTITUTE 403(B) DC PLAN-PLAN NUMBER 358042 TIAA-CREF | 403(b) | $3.1M | 12 | 2025 |
| #002 | CHRISTIAN BROTHERS INSTITUTE 403(B) TDA PLAN 358043 TIAA-CREF | 403(b) | $65K | 2 | 2025 |
- #001 · 403(b) · 202512
- #002 · 403(b) · 20252
Health & Benefits plans
5 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #512 | CBI | Fully insured | SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC | $450K | 87 | 2025 |
| #511 | THE CHRISTIAN BROTHERS INSTITUTE | Fully insured | UNITED HEALTHCARE INSURANCE COMPANY | $261K | 16 | 2025 |
| #510 | CHRISTIAN BROTHERS AETNA DENTAL PLAN | Fully insured | AETNA LIFE INSURANCE CO. | $101K | 100 | 2025 |
| #508 | CHRISTIAN BROTHERS LIFE INSURANCE PLAN | Fully insured | SUN LIFE AND HEALTH INSURANCE COMPANY | $46K | 93 | 2025 |
| #507 | CHRISTIAN BROTHERS MEDICAL PLAN AE64732/699449 | Fully insured | AETNA LIFE INSURANCE COMPANY | $824 | 11 | 2025 |
- CBI$450K#512 · Fully insured · SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC · 202587
- #511 · Fully insured · UNITED HEALTHCARE INSURANCE COMPANY · 202516
- #510 · Fully insured · AETNA LIFE INSURANCE CO. · 2025100
- #508 · Fully insured · SUN LIFE AND HEALTH INSURANCE COMPANY · 202593
- #507 · Fully insured · AETNA LIFE INSURANCE COMPANY · 202511
Retirement plans
Health & Benefits plans