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Filings through Oct 24, 2026.

Birch Wathen Lenox School

EIN 13-3603578-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$39.0M assets
Health & Benefits
1
$963K premiums
Participants
457
210 EAST 77TH STREET - NEW YORK, NY 10075212-861-0404bwl.orgLinkedIn501-1000 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403(b)-$39.0M - 359 part#501Fully insured-$963K - 102 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $963K premiums / 102 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$867K
  • Dental$867K
  • Vision$867K
  • Prescription drug$867K
  • Other$96K
  • Life$26K
  • +1 more
Total $963K7 rows
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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

BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403(b)

Assets$39.0M
Participants359
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

THE BIRCH WATHAN LENOX SCHOOL WELFARE PLAN

Fully insured - ANTHEM BLUE CROSS

Premiums$963K
Covered lives102
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403(b)$39.0M3592025
  • BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN$39.0M
    #001 · 403(b) · 2025359

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501THE BIRCH WATHAN LENOX SCHOOL WELFARE PLANFully insuredANTHEM BLUE CROSS$963K1022025
  • THE BIRCH WATHAN LENOX SCHOOL WELFARE PLAN$963K
    #501 · Fully insured · ANTHEM BLUE CROSS · 2025102
Retirement plans
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