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  2. RIVERDALE COUNTRY SCHOOL, INC.
Sponsor portfolioTH

RIVERDALE COUNTRY SCHOOL, INC.

EIN 13-1740483-renewables & environment-Latest filing 2025
Plans
3
Retirement
2
$138.4M assets
Welfare
1
$6.8M premiums
Participants
1,801
5250 FIELDSTON ROAD - BRONX, NY 10471718-519-2768LinkedIn1-10 employeesrenewables & environment
Plans on this EIN
3 filings
#003MoneyPurchase-$76.6M - 767 part#002403b-$61.8M - 643 part#501Fully Insured-$6.8M - 558 lives

Retirement portfolio analytics

2 plans aggregated / $138.4M assets / 1,410 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • CONTRIBUTION RETIREMENT PLAN (#003)55%
  • TAX-DEFERRED ANNUITY PLAN (#002)45%
Total $138.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • TIAA100%
Total $138.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#003)767
  • TAX-DEFERRED ANNUITY PLAN (#002)643
Total 1,410Click row to drill in

Benefits portfolio analytics

1 plan / $6.8M premiums / 558 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.2M
  • Prescription drug$6.2M
  • Dental$331K
  • Life$139K
  • Long-term disability$139K
  • Other$139K
  • +1 more
Total $6.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • AETNA LIFE INSURANCE COMPANY92%
  • DELTA DENTAL OF CALIFORNIA5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • VISION SERVICE PLAN1%
Total $6.8M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $304K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

MoneyPurchase

Assets$76.6M
Participants767
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RIVERDALE COUNTRY SCHOOL TAX-DEFERRED ANNUITY PLAN

403b

Assets$61.8M
Participants643
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RIVERDALE COUNTRY SCHOOL, INC. HEALTH AND WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$6.8M
Covered lives558
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLANMoneyPurchase$76.6M7672024
002RIVERDALE COUNTRY SCHOOL TAX-DEFERRED ANNUITY PLAN403b$61.8M6432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RIVERDALE COUNTRY SCHOOL, INC. HEALTH AND WELFARE PLANFully InsuredAETNA LIFE INSURANCE COMPANY$6.8M5582025
Retirement plans
Welfare plans
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