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Sponsor portfolio

THE WELLINGTON SCHOOL

EIN 31-0977200-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$22.8M assets
Welfare
1
$189K premiums
Participants
398
3650 REED RD - COLUMBUS, OH 43220614-457-7883wellington.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$22.8M - 245 part#501Mixed-$189K - 160 lives

Benefits portfolio analytics

1 plan / $189K premiums / 160 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$94K
  • Vision$94K
  • Other$89K
  • Life$45K
  • Long-term disability$38K
  • Short-term disability$7K
Total $189K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA50%
  • HUMANA INSURANCE COMPANY50%
Total $189K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $28K1 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

WELLINGTON SCHOOL DC RETIREMENT PLAN

403b

Assets$22.8M
Participants245
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WELLINGTON SCHOOL HEALTH AND WELFARE PLAN

Mixed - HUMANA INSURANCE COMPANY

Premiums$189K
Covered lives160
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WELLINGTON SCHOOL DC RETIREMENT PLAN403b$22.8M2452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WELLINGTON SCHOOL HEALTH AND WELFARE PLANMixedHUMANA INSURANCE COMPANY$189K1602025
Retirement plans
Welfare plans
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