PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CALVERT SCHOOL
Sponsor portfolioTH

CALVERT SCHOOL

EIN 52-0591510-Latest filing 2025
Plans
2
Retirement
1
$21.9M assets
Welfare
1
$2.2M premiums
Participants
484
105 TUSCANY ROAD - BALTIMORE, MD 21210410-243-6054
Plans on this EIN
2 filings
#003403b-$21.9M - 325 part#501Fully Insured-$2.2M - 157 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 157 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$2.1M
  • Other$136K
  • Life$91K
  • Short-term disability$91K
  • Long-term disability$91K
  • +1 more
Total $2.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY95%
  • HARTFORD LIFE AND ACCIDENT4%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
Total $2.2M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • KELLY & ASSOCIATES INSURANCE GROUP100%
Total $89K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

THE CALVERT SCHOOL 403(B) RETIREMENT SAVINGS PLAN

403b

Assets$21.9M
Participants325
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CALVERT SCHOOL HEALTH & WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.2M
Covered lives157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003THE CALVERT SCHOOL 403(B) RETIREMENT SAVINGS PLAN403b$21.9M3252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CALVERT SCHOOL HEALTH & WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.2M1572025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica