PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Millbrook School
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Millbrook School

EIN 14-1413770-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$33.7M assets
Health & Benefits
1
$1.8M premiums
Participants
504
131 MILLBROOK SCHOOL ROAD - MILLBROOK, NY 12545845-677-5361millbrook.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403(b)-$33.7M - 357 part#506Fully insured-$1.8M - 300 lives

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

Benefits portfolio analytics

1 plan / $1.8M premiums / 300 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.8M
  • Health$1.7M
  • Dental$1.7M
  • Vision$1.7M
  • Prescription drug$1.7M
  • Life$87K
  • +1 more
Total $1.8M7 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

MILLBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT 403(B) PLAN

403(b)

Assets$33.7M
Participants357
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#506

MILLBROOK SCHOOL HEALTH AND WELFARE PLAN

Fully insured - ANTHEM BLUE CROSS AND BLUE SHIELD

Premiums$1.8M
Covered lives300
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MILLBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT 403(B) PLAN403(b)$33.7M3572024
  • MILLBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT 403(B) PLAN$33.7M
    #001 · 403(b) · 2024357

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#506MILLBROOK SCHOOL HEALTH AND WELFARE PLANFully insuredANTHEM BLUE CROSS AND BLUE SHIELD$1.8M3002025
  • MILLBROOK SCHOOL HEALTH AND WELFARE PLAN$1.8M
    #506 · Fully insured · ANTHEM BLUE CROSS AND BLUE SHIELD · 2025300
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica