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  2. THE AGNES IRWIN SCHOOL
Sponsor portfolioTH

THE AGNES IRWIN SCHOOL

EIN 23-1352650-education management-Latest filing 2025
Plans
2
Retirement
1
$57.6M assets
Welfare
1
$63K premiums
Participants
714
275 S ITHAN AVE - BRYN MAWR, PA 190101044610-525-8400agnesirwin.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#001403b-$57.6M - 546 part#503Mixed-$63K - 168 lives

Benefits portfolio analytics

1 plan / $63K premiums / 168 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$63K
  • Long-term disability$63K
  • Other$63K
Total $63K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $63K1 slice

Broker market share

Schedule A broker compensation

Split broker
72%top
  • CONNER STRONG & BUCKELEW72%
  • JAMES R NELLIGAN & ASSOCIATES LLC28%
Total $11K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AGNES IRWIN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$57.6M
Participants546
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

AGNES IRWIN GROUP LIFE AND LTD PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$63K
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AGNES IRWIN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403b$57.6M5462025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503AGNES IRWIN GROUP LIFE AND LTD PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$63K1682025
Retirement plans
Welfare plans
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