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Sponsor portfolioTH

TRINITY PAWLING SCHOOL

EIN 14-1601551-education management-Latest filing 2025
Plans
2
Retirement
1
$29.9M assets
Welfare
1
$1.4M premiums
Participants
407
700 ROUTE 22 - PAWLING, NY 12564845-855-3100trinityepiscopalplayschoolhattiesburg.comLinkedIn1-10 employeeseducation management
Plans on this EIN
2 filings
#004403b-$29.9M - 303 part#501Fully Insured-$1.4M - 201 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 201 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$130K
  • Vision$130K
  • Life$130K
  • Long-term disability$130K
  • Other$130K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • MVP HEALTH CARE91%
  • PRINCIPAL LIFE INSURANCE COMPANY9%
Total $1.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • ACRISURE LLC93%
  • GA SOLUTIONS LLC7%
Total $84K2 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-PAWLING SCHOOL RETIREMENT PLAN

403b

Assets$29.9M
Participants303
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRINITY PAWLING SCHOOL EMPLOYEE BENEFIT PLAN

Fully Insured - CAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN INC.

Premiums$1.4M
Covered lives201
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004TRINITY-PAWLING SCHOOL RETIREMENT PLAN403b$29.9M3032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRINITY PAWLING SCHOOL EMPLOYEE BENEFIT PLANFully InsuredCAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN INC.$1.4M2012025
Retirement plans
Welfare plans
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