Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
Y.A.L.E. SCHOOL, INC.
EIN 22-2120871primary/secondary educationLatest filing 2025
Plans
3
Retirement
2
$35.3M assets
Welfare
1
$5.9M premiums
Participants
741
56 N. HADDON AVENUE, SUITE 300 - HADDONFIELD, NJ 08033609-654-7244LinkedIn501-1000 employeesprimary/secondary education
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $35.3M assets / 198 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $5.9M premiums / 513 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$5.8M
- Health$5.6M
- Prescription drug$5.6M
- Life$254K
- Long-term disability$254K
- Dental$60K
Carrier market share
Premium dollars by Schedule A carrier
95%top
- AETNA LIFE INSURANCE COMPANY95%
- SUN LIFE ASSURANCE COMPANY OF CANADA4%
- HORIZON HEALTHCARE SERVICES, INC.1%
Broker market share
Schedule A broker compensation
100%top
- CONNER STRONG & BUCKELEW100%
- C2 CENTRIC LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
Y.A.L.E. SCHOOL, INC. 401(K) SAVINGS PLAN
401k
Assets$30.8M
Participants102
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
Y.A.L.E. SCHOOL, INC. 401(K) SAVINGS PLAN
401k
Assets$4.5M
Participants96
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
Y.A.L.E. SCHOOL'S HEALTH AND WELFARE BENEFITS PROGRAM
Fully Insured - AETNA HEALTH, INC.
Premiums$5.9M
Covered lives513
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | Y.A.L.E. SCHOOL, INC. 401(K) SAVINGS PLAN | 401k | $30.8M | 102 | 2024 | |
| 003 | Y.A.L.E. SCHOOL, INC. 401(K) SAVINGS PLAN | 401k | $4.5M | 96 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | Y.A.L.E. SCHOOL'S HEALTH AND WELFARE BENEFITS PROGRAM | Fully Insured | AETNA HEALTH, INC. | $5.9M | 513 | 2025 |
Retirement plans
Welfare plans