Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.3M
- Dental$175K
- Long-term disability$36K
- Vision$23K
- Life$16K
- Other$16K
Sponsor portfolioTH
BULLIS SCHOOL INC DBA BULLIS SCHOOL
EIN 52-0635080Educational ServicesLatest filing 2025
Plans
2
Retirement
1
$44.8M assets
Welfare
1
$2.5M premiums
Participants
647
10601 FALLS RD - POTOMAC, MD 20854301-983-5711
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 219 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY97%
- RELIANCE STANDARD LIFE INSURANCE COMPANY2%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
62%top
- MARSH & MCLENNAN AGENCY LLC62%
- POTOMAC BASIN GROUP ASSOC LLC37%
- NFP INSURANCE SERVICES INC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
BULLIS SCHOOL 401(K) PLAN
401k
Assets$44.8M
Participants428
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
BULLIS SCHOOL, INC. WELFARE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$2.5M
Covered lives219
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | BULLIS SCHOOL 401(K) PLAN | 401k | $44.8M | 428 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | BULLIS SCHOOL, INC. WELFARE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $2.5M | 219 | 2025 |
Retirement plans
Welfare plans