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Sponsor portfolioTH

EDUCATIONAL TESTING SERVICE

EIN 21-0634479-Latest filing 2025
Plans
5
Retirement
2
$1.58B assets
Welfare
3
$2.5M premiums
Participants
18,114
ROSEDALE ROAD - PRINCETON, NJ 085410001917-509-7585
Plans on this EIN
5 filings
#002403b-$982.3M - 7,041 part#001MoneyPurchase-$593.1M - 7,715 part#514Mixed-$2.3M - 2,099 lives#511Mixed-$182K - 858 lives#505Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $1.58B assets / 14,756 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • 403(B) RETIREMENT Savings (#002)62%
  • 401(A) RETIREMENT PLAN (#001)38%
Total $1.58BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
62%top
  • FID INV INST OPS CO62%
  • FIDELITY INVESTMENTS INSTITUTIONAL38%
Total $1.58BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(A) RETIREMENT PLAN (#001)7,715
  • 403(B) RETIREMENT Savings (#002)7,041
Total 14,756Click row to drill in

Benefits portfolio analytics

3 plans / $2.5M premiums / 2,957 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.2M
  • Other$1.2M
  • Long-term disability$590K
  • Vision$455K
  • Short-term disability$101K
Total $2.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY69%
  • VISION SERVICE PLAN18%
  • METROPOLITAN LIFE INSURANCE COMPANY13%
Total $2.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • WILLIS TOWERS WATSON US LLC90%
  • CFN AGENCY INC10%
Total $39K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS PLAN

403b

Assets$982.3M
Participants7,041
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

EDUCATIONAL TESTING SERVICE 401(A) RETIREMENT PLAN

MoneyPurchase

Assets$593.1M
Participants7,715
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#514

EDUCATIONAL TESTING SERVICE WELFARE BENEFITS PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$2.3M
Covered lives2,099
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

EDUCATIONAL TESTING SERVICE RETIREE MEDICAL & LIFE INSURANCE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$182K
Covered lives858
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

EDUCATIONAL TESTING SERVICE SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS PLAN403b$982.3M7,0412024
001EDUCATIONAL TESTING SERVICE 401(A) RETIREMENT PLANMoneyPurchase$593.1M7,7152024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
514EDUCATIONAL TESTING SERVICE WELFARE BENEFITS PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$2.3M2,0992025
511EDUCATIONAL TESTING SERVICE RETIREE MEDICAL & LIFE INSURANCE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$182K8582025
505EDUCATIONAL TESTING SERVICE SEVERANCE PAY PLANSelf Funded-$002025
Retirement plans
Welfare plans
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