Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$753K
- Prescription drug$753K
- Dental$43K
- Other$4K
Sponsor portfolio
THE IVYMOUNT SCHOOL, INC.
EIN 52-1195527medical practiceLatest filing 2025
Plans
4
Retirement
1
$24.8M assets
Welfare
3
$800K premiums
Participants
1,128
Benefits portfolio analytics
3 plans / $800K premiums / 545 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- KAISER FOUNDATION HEALTH PLAN INC94%
- DOMINION NATIONAL5%
- INOVA EMPLOYEE ASSISTANCE0%
Broker market share
Schedule A broker compensation
81%top
- LOCKTON COMPANIES, LLC81%
- EBCA19%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN
403b
Assets$24.8M
Participants583
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
THE IVYMOUNT SCHOOL HEALTH AND WELFARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC.
Premiums$753K
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
THE IVYMOUNT SCHOOL DENTAL PLAN
Fully Insured - DOMINION NATIONAL
Premiums$43K
Covered lives130
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
THE IVYMOUNT SCHOOL EMPLOYEE ASSISTANCE PROGRAM
Fully Insured - INOVA EMPLOYEE ASSISTANCE
Premiums$4K
Covered lives272
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN | 403b | $24.8M | 583 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | THE IVYMOUNT SCHOOL HEALTH AND WELFARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. | $753K | 143 | 2025 | |
| 503 | THE IVYMOUNT SCHOOL DENTAL PLAN | Fully Insured | DOMINION NATIONAL | $43K | 130 | 2025 | |
| 504 | THE IVYMOUNT SCHOOL EMPLOYEE ASSISTANCE PROGRAM | Fully Insured | INOVA EMPLOYEE ASSISTANCE | $4K | 272 | 2025 |
Retirement plans
Welfare plans