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Sponsor portfolioTH

THE HILL SCHOOL

EIN 23-1352647-education management-Latest filing 2024
Plans
2
Retirement
1
$69.9M assets
Welfare
1
$117K premiums
Participants
776
717 EAST HIGH STREET - POTTSTOWN, PA 194645770610-326-1000thehill.orgLinkedIn201-500 employeeseducation management
Plans on this EIN
2 filings
#004403b-$69.9M - 548 part#501Mixed-$117K - 228 lives

Benefits portfolio analytics

1 plan / $117K premiums / 228 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$117K
  • Other$117K
  • Long-term disability$96K
Total $117K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $117K1 slice

Broker market share

Schedule A broker compensation

Split broker
73%top
  • CONNER STRONG & BUCKELEW73%
  • JAMES R NELLIGAN & ASSOCIATES LLC27%
Total $20K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

THE HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$69.9M
Participants548
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE HILL SCHOOL MASTER WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$117K
Covered lives228
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004THE HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403b$69.9M5482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE HILL SCHOOL MASTER WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$117K2282024
Retirement plans
Welfare plans
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