PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. THE WINSTON PREPARATORY SCHOOL
Sponsor portfolioTH

THE WINSTON PREPARATORY SCHOOL

EIN 13-3085860-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$38.8M assets
Welfare
1
$3.9M premiums
Participants
494
135 W. 41ST STREET, 5TH FLOOR - NEW YORK, NY 10036646-638-2705winstonprep.eduLinkedIn11-50 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$38.8M - 338 part#501Fully Insured-$3.9M - 155 lives

Benefits portfolio analytics

1 plan / $3.9M premiums / 155 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.9M
  • Short-term disability$4K
  • Long-term disability$3K
Total $3.9M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
  • AFLAC0%
Total $3.9M2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • AUSTIN & CO INC100%
  • THOMAS BRZEZINSKI0%
  • JONATHAN TORRES0%
  • BRANDY T SHARROCK0%
  • GINA M PURAZZO0%
  • +3 more
Total $155K8 slices

Plan deep-dives

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

THE WINSTON PREPARATORY SCHOOL 403(B) DC PLAN

403b

Assets$38.8M
Participants338
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE WINSTON PREPARATORY SCHOOL WELFARE BENEFITS

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.9M
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE WINSTON PREPARATORY SCHOOL 403(B) DC PLAN403b$38.8M3382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE WINSTON PREPARATORY SCHOOL WELFARE BENEFITSFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.9M1552025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica