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Sponsor portfolioTH

PRINCETON DAY SCHOOL

EIN 21-0727645-education management-Latest filing 2025
Plans
7
Retirement
1
$112.2M assets
Welfare
6
$612K premiums
Participants
871
650 GREAT ROAD - PRINCETON, NJ 08540609-924-6700pds.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
7 filings
#001403b-$112.2M - 632 part#507Mixed-$309K - 370 lives#505Fully Insured-$163K - 362 lives#502Fully Insured-$82K - 229 lives#506Fully Insured-$33K - 271 lives#503Fully Insured-$26K - 229 lives#504Self Funded-0 lives

Benefits portfolio analytics

6 plans / $612K premiums / 1,461 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$169K
  • Life$118K
  • Long-term disability$118K
  • Other$118K
  • Vision$22K
Total $309K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • DELTA DENTAL OF CALIFORNIA55%
  • SUN LIFE ASSURANCE COMPANY OF CANADA38%
  • EYEMED VISION CARE7%
Total $309K3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • NFP INSURANCE SERVICES INC92%
  • THE MCKELLAN GROUP8%
Total $31K2 slices

Plan deep-dives

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

PRINCETON DAY SCHOOL 403(B) PLAN

403b

Assets$112.2M
Participants632
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

PRINCETON DAY SCHOOL TOTAL DISABILITY BENEFITS PLAN

Mixed - DELTA DENTAL OF NEW JERSEY, INC.

Premiums$309K
Covered lives370
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

PRINCETON DAY SCHOOL DENTAL PLAN

Fully Insured - DELTA DENTAL OF NEW JERSEY, INC

Premiums$163K
Covered lives362
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

PRINCETON DAY SCHOOL TOTAL DISABILITY BENEFITS PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$82K
Covered lives229
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

PRINCETON DAY SCHOOL VISION PLAN

Fully Insured - EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO.

Premiums$33K
Covered lives271
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

PRINCETON DAY SCHOOL GROUP LIFE INSURANCE

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$26K
Covered lives229
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

PRINCETON DAY SCHOOL WELFARE BENEFIT PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PRINCETON DAY SCHOOL 403(B) PLAN403b$112.2M6322025

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
507PRINCETON DAY SCHOOL TOTAL DISABILITY BENEFITS PLANMixedDELTA DENTAL OF NEW JERSEY, INC.$309K3702025
505PRINCETON DAY SCHOOL DENTAL PLANFully InsuredDELTA DENTAL OF NEW JERSEY, INC$163K3622024
502PRINCETON DAY SCHOOL TOTAL DISABILITY BENEFITS PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$82K2292024
506PRINCETON DAY SCHOOL VISION PLANFully InsuredEYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO.$33K2712024
503PRINCETON DAY SCHOOL GROUP LIFE INSURANCEFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$26K2292024
504PRINCETON DAY SCHOOL WELFARE BENEFIT PLANSelf Funded-$002024
Retirement plans
Welfare plans
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