Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$71K
- Other$71K
- Short-term disability$65K
- Long-term disability$65K
Sponsor portfolio
SOLEBURY SCHOOL
EIN 23-1365969primary/secondary educationLatest filing 2025
Plans
2
Retirement
1
$25.2M assets
Welfare
1
$71K premiums
Participants
374
6832 PHILLIPS MILL ROAD - NEW HOPE, PA 189389682215-862-5261solebury.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $71K premiums / 106 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
71%top
- CONNER STRONG & BUCKELEW71%
- JAMES R NELLIGAN & ASSOCIATES LLC29%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SOLEBURY SCHOOL DEFINED CONTRIBUTION AND TDA PLAN
403b
Assets$25.2M
Participants268
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOLEBURY SCHOOL LIFE AND DISABILITY PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$71K
Covered lives106
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SOLEBURY SCHOOL DEFINED CONTRIBUTION AND TDA PLAN | 403b | $25.2M | 268 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOLEBURY SCHOOL LIFE AND DISABILITY PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $71K | 106 | 2025 |
Retirement plans
Welfare plans