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Sponsor portfolioTH

SHIPLEY SCHOOL

EIN 23-1352677-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$58.8M assets
Welfare
1
$2.1M premiums
Participants
786
814 YARROW STREET - BRYN MAWR, PA 190103525610-525-4300shipleyschool.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$58.8M - 626 part#505Fully Insured-$2.1M - 304 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 304 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Prescription drug$2.0M
  • Dental$107K
  • Life$47K
  • Long-term disability$47K
  • Other$47K
  • +1 more
Total $2.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • DELTA DENTAL OF CALIFORNIA5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Total $2.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • GALLAGHER BENEFIT SERVICES, INC.87%
  • CONNER STRONG & BUCKELEW9%
  • JAMES R NELLIGAN & ASSOCIATES LLC4%
Total $63K3 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

SHIPLEY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLA

403b

Assets$58.8M
Participants626
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

THE SHIPLEY SCHOOL HEALTH AND WELFARE PLAN

Fully Insured - INDEPENDENCE BLUE CROSS (WITH DRUG)

Premiums$2.1M
Covered lives304
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHIPLEY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLA403b$58.8M6262025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505THE SHIPLEY SCHOOL HEALTH AND WELFARE PLANFully InsuredINDEPENDENCE BLUE CROSS (WITH DRUG)$2.1M3042025
Retirement plans
Welfare plans
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