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
Sponsor portfolioTH
MILLBROOK SCHOOL
EIN 14-1413770primary/secondary educationLatest filing 2025
Plans
2
Retirement
1
$33.7M assets
Welfare
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 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 300 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- ANTHEM LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
- LAWLEY BENEFITS GROUP LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MILLBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT 403(B) PLAN
403b
Assets$33.7M
Participants357
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
MILLBROOK SCHOOL HEALTH AND WELFARE PLAN
Fully Insured - ANTHEM BLUE CROSS AND BLUE SHIELD
Premiums$1.8M
Covered lives300
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MILLBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT 403(B) PLAN | 403b | $33.7M | 357 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | MILLBROOK SCHOOL HEALTH AND WELFARE PLAN | Fully Insured | ANTHEM BLUE CROSS AND BLUE SHIELD | $1.8M | 300 | 2025 |
Retirement plans
Welfare plans