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Sponsor portfolioTH

TRINITY EPISCOPAL SCHOOL CORPORATION

EIN 13-5563003-Educational Services-Latest filing 2025
Plans
4
Retirement
3
$163.3M assets
Welfare
1
$4.5M premiums
Participants
1,635
139 W 91ST ST - NEW YORK, NY 100241326212-873-1650
Plans on this EIN
4 filings
#004OtherDC-$88.8M - 670 part#002403b-$69.9M - 548 part#001TraditionalDB-$4.6M - 154 part#501Fully Insured-$4.5M - 383 lives

Retirement portfolio analytics

3 plans aggregated / $163.3M assets / 1,372 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • CONTRIBUTION RETIREMENT PLAN (#004)54%
  • DEFERRED ANNUITY PLAN (#002)43%
  • DEFINED BENEFIT PLAN (#001)3%
Total $163.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
57%top
  • (Not disclosed)57%
  • TIAA43%
Total $163.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#004)670
  • DEFERRED ANNUITY PLAN (#002)548
  • DEFINED BENEFIT PLAN (#001)154
Total 1,372Click row to drill in

Benefits portfolio analytics

1 plan / $4.5M premiums / 383 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.1M
  • Dental$261K
  • Other$151K
  • Life$148K
  • Long-term disability$148K
  • Vision$15K
Total $4.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITEDHEALTHCARE INSURANCE COMPANY91%
  • AETNA LIFE INSURANCE COMPANY6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • VISION SERVICE PLAN0%
  • ACE AMERICAN INSURANCE COMPANY0%
Total $4.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • GALLAGHER BENEFIT SERVICES, INC.67%
  • CORPORATE SYNERGIES GROUP LLC32%
  • WESFAIR AGENCY INC0%
Total $170K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

TRINITY EPISCOPAL SCHOOL CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN

OtherDC

Assets$88.8M
Participants670
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TRINITY EPISCOPAL SCHOOL CORPORATION TAX DEFERRED ANNUITY PLAN

403b

Assets$69.9M
Participants548
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TRINITY EPISCOPAL SCHOOL CORPORATION DEFINED BENEFIT PLAN

TraditionalDB

Assets$4.6M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GROUP INSURANCE PLAN FOR EMPLOYEES OF TRINITY EPISCOPAL SCHOOL CORPORATION

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.5M
Covered lives383
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
004TRINITY EPISCOPAL SCHOOL CORPORATION DEFINED CONTRIBUTION RETIREMENT PLANOtherDC$88.8M6702025
002TRINITY EPISCOPAL SCHOOL CORPORATION TAX DEFERRED ANNUITY PLAN403b$69.9M5482024
001TRINITY EPISCOPAL SCHOOL CORPORATION DEFINED BENEFIT PLANTraditionalDB$4.6M1542025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GROUP INSURANCE PLAN FOR EMPLOYEES OF TRINITY EPISCOPAL SCHOOL CORPORATIONFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$4.5M3832025
Retirement plans
Welfare plans
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