Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.1M
- Health$1.9M
- Prescription drug$1.9M
- Life$163K
- Short-term disability$163K
- Long-term disability$163K
- +1 more
Sponsor portfolio
WATERFORD SCHOOL HOLDING CORP
EIN 27-4865865primary/secondary educationLatest filing 2025
Plans
2
Retirement
1
$35.4M assets
Welfare
1
$2.2M premiums
Participants
560
1590 EAST 9400 SOUTH - SANDY, UT 84093801-576-4921LinkedIn201-500 employeesprimary/secondary education
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 331 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- SELECTHEALTH89%
- UNITED OF OMAHA LIFE INSURANCE COMPANY7%
- DELTA DENTAL OF CALIFORNIA4%
- EYE MED0%
Broker market share
Schedule A broker compensation
100%top
- MORETON & COMPANY100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WATERFORD SCHOOL 403(B) PLAN
403b
Assets$35.4M
Participants364
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE WATERFORD SCHOOL OF BENEFITS PLAN
Fully Insured - SELECTHEALTH
Premiums$2.2M
Covered lives331
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WATERFORD SCHOOL 403(B) PLAN | 403b | $35.4M | 364 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE WATERFORD SCHOOL OF BENEFITS PLAN | Fully Insured | SELECTHEALTH | $2.2M | 331 | 2024 |
Retirement plans
Welfare plans