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
Sponsor portfolio
THE BIRCH WATHEN LENOX SCHOOL
EIN 13-3603578primary/secondary educationLatest filing 2025
Plans
2
Retirement
1
$38.0M assets
Welfare
1
$963K premiums
Participants
465
210 EAST 77TH STREET - NEW YORK, NY 10075212-861-0404bwl.orgLinkedIn501-1000 employeesprimary/secondary education
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $963K premiums / 102 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- ANTHEM LIFE INSURANCE COMPANY92%
- UNUM LIFE INSURANCE COMPANY OF AMERICA7%
- STANDARD INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
90%top
- GALLAGHER BENEFIT SERVICES, INC.90%
- PROFESSIONAL PENSIONS INC10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$38.0M
Participants367
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE BIRCH WATHAN LENOX SCHOOL WELFARE PLAN
Fully Insured - ANTHEM BLUE CROSS
Premiums$963K
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $38.0M | 367 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE BIRCH WATHAN LENOX SCHOOL WELFARE PLAN | Fully Insured | ANTHEM BLUE CROSS | $963K | 102 | 2025 |
Retirement plans
Welfare plans