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Sponsor portfolioTH

MCDONOGH SCHOOL INCORPORATED

EIN 52-6001577-Latest filing 2025
Plans
3
Retirement
1
$72.5M assets
Welfare
2
$122K premiums
Participants
1,359
8600 MCDONOGH ROAD - OWINGS MILLS, MD 21117410-363-0600
Plans on this EIN
3 filings
#004403b-$72.5M - 662 part#501Fully Insured-$66K - 348 lives#502Fully Insured-$56K - 349 lives

Benefits portfolio analytics

2 plans / $122K premiums / 697 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$66K
  • Other$66K
  • Long-term disability$56K
Total $122K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY100%
Total $122K1 slice

Broker market share

Schedule A broker compensation

Split broker
56%top
  • EDUCATORS BENEFIT SERVICES56%
  • MARSH & MCLENNAN AGENCY LLC43%
  • NFP INSURANCE SERVICES INC1%
Total $19K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

MCDONOGH SCHOOL RETIREMENT PLAN

403b

Assets$72.5M
Participants662
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GROUP LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE FOR EMPLOYEES OF THE MCDONOGH SCHOOL INCORPORATED

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$66K
Covered lives348
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

GROUP LONG TERM DISABILITY INSURANCE FOR EMPLOYEES OF THE MCDONOGH SCHOOL INCORPORATED

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$56K
Covered lives349
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004MCDONOGH SCHOOL RETIREMENT PLAN403b$72.5M6622024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GROUP LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE FOR EMPLOYEES OF THE MCDONOGH SCHOOL INCORPORATEDFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$66K3482025
502GROUP LONG TERM DISABILITY INSURANCE FOR EMPLOYEES OF THE MCDONOGH SCHOOL INCORPORATEDFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$56K3492025
Retirement plans
Welfare plans
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