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Sponsor portfolioTH

EMMA WILLARD SCHOOL

EIN 14-1338390-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$53.8M assets
Welfare
1
$1.8M premiums
Participants
625
285 PAWLING AVE - TROY, NY 121805238518-833-1300emmawillard.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$53.8M - 478 part#501Fully Insured-$1.8M - 207 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 207 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$1.7M
  • Prescription drug$1.7M
  • Life$64K
  • Other$64K
  • Long-term disability$49K
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • AUSTIN & CO INC99%
  • GCG FINANCIAL LLC1%
  • HOWARD J. ELIAS, INC.0%
Total $69K3 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

EMMA WILLARD SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN

403b

Assets$53.8M
Participants478
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMMA WILLARD SCHOOL EMPLOYEE BENEFITS PLAN

Fully Insured - HIGHMARK WESTERN AND NORTHEAST NEW YORK INC.

Premiums$1.8M
Covered lives207
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EMMA WILLARD SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN403b$53.8M4782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMMA WILLARD SCHOOL EMPLOYEE BENEFITS PLANFully InsuredHIGHMARK WESTERN AND NORTHEAST NEW YORK INC.$1.8M2072025
Retirement plans
Welfare plans
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