Sponsor portfolio

THE PEDDIE SCHOOL

EIN 21-0634492Educational ServicesLatest filing 2025

Plans

Retirement

$95.6M assets

Welfare

$3.9M premiums

Participants

775

201 SOUTH MAIN STREET - HIGHTSTOWN, NJ 085203352609-944-7510

Plans on this EIN

3 filings

#001403b-$94.8M - 542 part #002OtherDC-$805K - 5 part #501Fully Insured-$3.9M - 247 lives

Retirement portfolio analytics

2 plans aggregated / $95.6M assets / 547 participants

Assets by plan

Share of aggregate retirement assets

99%top

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $3.9M premiums / 247 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$3.7M
Prescription drug$3.7M
Dental$100K
Life$36K
Long-term disability$21K
Vision$14K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

98%top

CIGNA HEALTH AND LIFE INSURANCE COMPANY98%
LIFE INSURANCE COMPANY OF NORTH AMERICA2%
VISION SERVICE PLAN0%
HARTFORD LIFE AND ACCIDENT0%

Broker market share

Schedule A broker compensation

Single broker

100%top

NFP INSURANCE SERVICES INC100%

Plan deep-dives

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

Retirement#001

PEDDIE SCHOOL 403(B) TDA & DC PLAN

403b

Assets$94.8M

Participants542

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#002

PEDDIE SCHOOL TOP HAT DEFERRED COMPENSATION PLAN

OtherDC

Assets$805K

Participants5

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501