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  2. MARTHA LLOYD SCHOOL, INC.
Sponsor portfolioTH

MARTHA LLOYD SCHOOL, INC.

EIN 24-0798830-hospital & health care-Latest filing 2025
Plans
3
Retirement
1
$4.5M assets
Welfare
2
$1.1M premiums
Participants
703
66 LLOYD LANE - TROY, PA 16947570-297-2185LinkedIn51-200 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$4.5M - 335 part#501Self Funded-$1.0M - 139 lives#502Fully Insured-$109K - 229 lives

Benefits portfolio analytics

2 plans / $1.1M premiums / 368 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.0M
  • Dental$56K
  • Vision$56K
  • Life$39K
  • Other$39K
  • Long-term disability$14K
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • HM LIFE INSURANCE COMPANY90%
  • PRINCIPAL LIFE INSURANCE COMPANY5%
  • AMERICAN UNITED LIFE INSURANCE COMPANY4%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • HENRY DUNN INC78%
  • GIS BENEFITS INC18%
  • MARK S METTILLE4%
Total $15K3 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

MARTHA LLOYD COMMUNITY SERVICES RETIREMENT SAVINGS PLAN

401k

Assets$4.5M
Participants335
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MARTHA LLOYD SCHOOL, INC. WELFARE BENEFITS PLAN

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$1.0M
Covered lives139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

MARTHA LLOYD SCHOOL, INC. GROUP INSURANCE PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$109K
Covered lives229
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MARTHA LLOYD COMMUNITY SERVICES RETIREMENT SAVINGS PLAN401k$4.5M3352024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MARTHA LLOYD SCHOOL, INC. WELFARE BENEFITS PLANSelf FundedHM LIFE INSURANCE COMPANY$1.0M1392025
502MARTHA LLOYD SCHOOL, INC. GROUP INSURANCE PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$109K2292025
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