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Sponsor portfolioTH

THE PENNINGTON SCHOOL

EIN 21-0635004-education management-Latest filing 2025
Plans
3
Retirement
1
$55.4M assets
Welfare
2
$1.9M premiums
Participants
679
112 W DELAWARE AVENUE - PENNINGTON, NJ 085341601609-737-6120pennington.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
3 filings
#001403b-$55.4M - 413 part#504Fully Insured-$1.8M - 266 lives#503Fully Insured-$130K - 508 lives

Benefits portfolio analytics

2 plans / $1.9M premiums / 774 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Dental$130K
Total $1.9M2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • AETNA LIFE INSURANCE COMPANY93%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
Total $1.9M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CORPORATE SYNERGIES GROUP LLC100%
Total $8K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE PENNINGTON SCHOOL DC RETIREMENT PLAN

403b

Assets$55.4M
Participants413
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

THE PENNINGTON SCHOOL MEDICAL HEALTH PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$1.8M
Covered lives266
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

THE PENNINGTON SCHOOL DENTAL PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$130K
Covered lives508
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE PENNINGTON SCHOOL DC RETIREMENT PLAN403b$55.4M4132025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
504THE PENNINGTON SCHOOL MEDICAL HEALTH PLANFully InsuredAETNA LIFE INSURANCE CO.$1.8M2662025
503THE PENNINGTON SCHOOL DENTAL PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$130K5082025
Retirement plans
Welfare plans
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