Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$80K
- Other$80K
- Long-term disability$50K
- Health$11K
- Prescription drug$11K
Sponsor portfolioTH
THE HAVERFORD SCHOOL
EIN 23-1352646primary/secondary educationLatest filing 2025
Plans
2
Retirement
1
$101.5M assets
Welfare
1
$90K premiums
Participants
713
450 LANCASTER AVENUE - HAVERFORD, PA 19041610-642-3020haverford.orgLinkedIn201-500 employeesprimary/secondary education
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $90K premiums / 197 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA88%
- AETNA LIFE INSURANCE COMPANY12%
Broker market share
Schedule A broker compensation
69%top
- CONNER STRONG & BUCKELEW69%
- JAMES R NELLIGAN & ASSOCIATES LLC31%
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 HAVERFORD SCHOOL 403(B) PLAN
403b
Assets$101.5M
Participants516
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
THE HAVERFORD SCHOOL FLEXIBLE BENEFITS PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$90K
Covered lives197
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE HAVERFORD SCHOOL 403(B) PLAN | 403b | $101.5M | 516 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | THE HAVERFORD SCHOOL FLEXIBLE BENEFITS PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $90K | 197 | 2025 |
Retirement plans
Welfare plans