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Sponsor portfolioTH

THE LEFFELL SCHOOL

EIN 13-6209307-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$45.8M assets
Welfare
1
$3.0M premiums
Participants
600
555 W. HARTSDALE AVENUE - HARTSDALE, NY 10530914-948-8333leffellschool.orgLinkedIn1-10 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$45.8M - 416 part#501Fully Insured-$3.0M - 237 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 237 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Dental$2.9M
  • Vision$2.9M
  • Prescription drug$2.9M
  • Other$66K
  • Short-term disability$60K
  • +1 more
Total $3.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • UNITEDHEALTHCARE INSURANCE COMPANY98%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
  • AFLAC0%
Total $3.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • ALLIANT INSURANCE SERVICES, INC.60%
  • USI INSURANCE SERVICES LLC32%
  • ACRISURE LLC7%
  • MICHAEL WELLING0%
  • LILLIAN TOMPKINS0%
  • +3 more
Total $162K8 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 LEFFELL SCHOOL RETIREMENT PLAN

403b

Assets$45.8M
Participants416
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEFFELL SCHOOL HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.0M
Covered lives237
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE LEFFELL SCHOOL RETIREMENT PLAN403b$45.8M4162025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEFFELL SCHOOL HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.0M2372024
Retirement plans
Welfare plans
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