PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. The Baldwin School
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

The Baldwin School

EIN 23-1352619-education management-Latest filing 2025
Plans
2
Retirement
1
$46.5M assets
Health & Benefits
1
$55K premiums
Participants
613
701 MONTGOMERY AVENUE - BRYN MAWR, PA 19010610-525-2700baldwinschool.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#001403(b)-$46.5M - 459 part#501Mixed-$55K - 154 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $55K premiums / 154 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$55K
  • Other$55K
  • Long-term disability$47K
Total $55K3 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN

403(b)

Assets$46.5M
Participants459
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

THE BALDWIN SCHOOL FLEXIBLE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$55K
Covered lives154
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN403(b)$46.5M4592025
  • THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN$46.5M
    #001 · 403(b) · 2025459

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501THE BALDWIN SCHOOL FLEXIBLE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$55K1542025
  • THE BALDWIN SCHOOL FLEXIBLE BENEFIT PLAN$55K
    #501 · Mixed · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025154
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica