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Sponsor portfolioTH

BLAIR ACADEMY

EIN 22-1500475-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$78.3M assets
Welfare
1
$233K premiums
Participants
558
2 PARK STREET - BLAIRSTOWN, NJ 07825908-362-6121blair.eduLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$78.3M - 419 part#501Mixed-$233K - 263 lives

Benefits portfolio analytics

1 plan / $233K premiums / 263 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$117K
  • Short-term disability$41K
  • Other$40K
  • Life$34K
  • Long-term disability$19K
  • Vision$16K
Total $233K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • DELTA DENTAL OF CALIFORNIA50%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY40%
  • VISION SERVICE PLAN7%
  • AFLAC3%
Total $233K4 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • PATRIOT GROWTH INSURANCE SERVICES78%
  • PROFESSIONAL GROUP PLANS INC17%
  • TRUE NETWORK ADVISORS3%
  • YANIS E KALOUDIS1%
  • MICHAEL P ZORN0%
  • +3 more
Total $34K8 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

BLAIR ACADEMY DC RETIREMENT PLAN

403b

Assets$78.3M
Participants419
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BLAIR ACADEMY WELFARE BENEFIT PLAN

Mixed - DELTA DENTAL OF NEW JERSEY, INC.

Premiums$233K
Covered lives263
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BLAIR ACADEMY DC RETIREMENT PLAN403b$78.3M4192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BLAIR ACADEMY WELFARE BENEFIT PLANMixedDELTA DENTAL OF NEW JERSEY, INC.$233K2632025
Retirement plans
Welfare plans
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