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Sponsor portfolio

CINCINNATI COUNTRY DAY SCHOOL

EIN 31-0536970-education management-Latest filing 2025
Plans
2
Retirement
1
$24.3M assets
Welfare
1
$163K premiums
Participants
556
6905 GIVEN ROAD - CINCINNATI, OH 45243513-561-7298countryday.netLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#001403b-$24.3M - 390 part#512Mixed-$163K - 259 lives

Benefits portfolio analytics

1 plan / $163K premiums / 259 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$86K
  • Vision$77K
  • Life$77K
  • Long-term disability$77K
  • Other$77K
Total $163K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • DELTA DENTAL OF CALIFORNIA53%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY47%
Total $163K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $20K1 slice

Plan deep-dives

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

CINCINNATI COUNTRY DAY SCHOOL TIAA CREF RETIREMENT PLAN

403b

Assets$24.3M
Participants390
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512

CINCINNATI COUNTRY DAY SCHOOL WRAP BENEFIT PLAN

Mixed - DELTA DENTAL OF OHIO

Premiums$163K
Covered lives259
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CINCINNATI COUNTRY DAY SCHOOL TIAA CREF RETIREMENT PLAN403b$24.3M3902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
512CINCINNATI COUNTRY DAY SCHOOL WRAP BENEFIT PLANMixedDELTA DENTAL OF OHIO$163K2592025
Retirement plans
Welfare plans
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