Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$55K
- Other$55K
- Long-term disability$47K
Sponsor portfolioTH
THE BALDWIN SCHOOL
EIN 23-1352619education managementLatest filing 2025
Plans
2
Retirement
1
$42.0M assets
Welfare
1
$55K premiums
Participants
606
701 MONTGOMERY AVENUE - BRYN MAWR, PA 19010610-525-2700baldwinschool.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $55K premiums / 154 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
73%top
- CONNER STRONG & BUCKELEW73%
- JAMES R NELLIGAN & ASSOCIATES LLC27%
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 BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN
403b
Assets$42.0M
Participants452
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE BALDWIN SCHOOL FLEXIBLE BENEFIT PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$55K
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN | 403b | $42.0M | 452 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE BALDWIN SCHOOL FLEXIBLE BENEFIT PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $55K | 154 | 2025 |
Retirement plans
Welfare plans