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Sponsor portfolioTH

THE WINDWARD SCHOOL

EIN 13-1740499-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$87.0M assets
Welfare
1
$6.1M premiums
Participants
1,105
1275 MAMARONECK AVENUE - WHITE PLAINS, NY 10605914-949-6968thewindwardschool.orgLinkedIn201-500 employeesprimary/secondary education
Plans on this EIN
2 filings
#005403b-$87.0M - 685 part#501Fully Insured-$6.1M - 419 lives

Benefits portfolio analytics

1 plan / $6.1M premiums / 419 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.7M
  • Dental$347K
  • Life$347K
  • Short-term disability$347K
  • Long-term disability$347K
  • Other$347K
  • +1 more
Total $6.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY94%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • EYEMED VISION CARE0%
Total $6.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
49%top
  • BROWN & BROWN INSURANCE SERVICES49%
  • PROFESSIONAL GROUP PLANS INC39%
  • RUSSELL J CARPENTIERI12%
Total $298K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

WINDWARD SCHOOL RETIREMENT PLAN

403b

Assets$87.0M
Participants685
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE WINDWARD SCHOOL EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$6.1M
Covered lives419
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
005WINDWARD SCHOOL RETIREMENT PLAN403b$87.0M6852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE WINDWARD SCHOOL EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$6.1M4192025
Retirement plans
Welfare plans
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