Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHRISTIAN BROTHERS INSTITUTE
EIN 13-1740153education managementLatest filing 2025
Plans
7
Retirement
2
$3.2M assets
Welfare
5
$860K premiums
Participants
308
260 WILMOT RD - NEW ROCHELLE, NY 108041526914-636-6194cbvp.orgLinkedIn11-50 employeeseducation management
Retirement portfolio analytics
2 plans aggregated / $3.2M assets / 14 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $860K premiums / 307 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$712K
- Dental$101K
- Life$46K
- Vision$824
Carrier market share
Premium dollars by Schedule A carrier
52%top
- UNITEDHEALTHCARE INSURANCE COMPANY52%
- UNITED HEALTHCARE INSURANCE COMPANY30%
- AETNA LIFE INSURANCE COMPANY12%
- SUN LIFE ASSURANCE COMPANY OF CANADA5%
Broker market share
Schedule A broker compensation
100%top
- PERSONNEL RESOURCES CONSULTANTS100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CHRISTIAN BROTHERS INSTITUTE 403(B) DC PLAN-PLAN NUMBER 358042 TIAA-CREF
403b
Assets$3.1M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CHRISTIAN BROTHERS INSTITUTE 403(B) TDA PLAN 358043 TIAA-CREF
403b
Assets$65K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512
CBI
Fully Insured - SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC
Premiums$450K
Covered lives87
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511
THE CHRISTIAN BROTHERS INSTITUTE
Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$261K
Covered lives16
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
CHRISTIAN BROTHERS AETNA DENTAL PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$101K
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
CHRISTIAN BROTHERS LIFE INSURANCE PLAN
Fully Insured - SUN LIFE AND HEALTH INSURANCE COMPANY
Premiums$46K
Covered lives93
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
CHRISTIAN BROTHERS MEDICAL PLAN AE64732/699449
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$824
Covered lives11
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHRISTIAN BROTHERS INSTITUTE 403(B) DC PLAN-PLAN NUMBER 358042 TIAA-CREF | 403b | $3.1M | 12 | 2025 | |
| 002 | CHRISTIAN BROTHERS INSTITUTE 403(B) TDA PLAN 358043 TIAA-CREF | 403b | $65K | 2 | 2025 |
Welfare plans5
| 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 |
Retirement plans
Welfare plans