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  2. THE HOLTON-ARMS SCHOOL, INC.
Sponsor portfolioTH

THE HOLTON-ARMS SCHOOL, INC.

EIN 53-0196507-education management-Latest filing 2025
Plans
3
Retirement
1
$82.7M assets
Welfare
2
$2.6M premiums
Participants
565
7303 RIVER RD - BETHESDA, MD 208174640301-565-5300holton-arms.eduLinkedIn51-200 employeeseducation management
Plans on this EIN
3 filings
#001403b-$82.7M - 259 part#504Fully Insured-$2.5M - 127 lives#501Fully Insured-$73K - 179 lives

Benefits portfolio analytics

2 plans / $2.6M premiums / 306 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Vision$2.5M
  • Prescription drug$2.5M
  • Dental$96K
  • Life$73K
  • Long-term disability$73K
  • +1 more
Total $2.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY97%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Total $2.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • DIGITAL INSURANCE LLC95%
  • CENTRO BENEFITS RESEARCH LLC5%
Total $80K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HOLTON-ARMS SCHOOL, INC. TAX DEFERRED SAVINGS & RETIREMENT PLAN

403b

Assets$82.7M
Participants259
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

THE HOLTON-ARMS SCHOOL GROUP MEDICAL PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.5M
Covered lives127
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

THE HOLTON-ARMS LTD & LIFE INSURANCE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$73K
Covered lives179
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOLTON-ARMS SCHOOL, INC. TAX DEFERRED SAVINGS & RETIREMENT PLAN403b$82.7M2592025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
504THE HOLTON-ARMS SCHOOL GROUP MEDICAL PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.5M1272025
501THE HOLTON-ARMS LTD & LIFE INSURANCE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$73K1792025
Retirement plans
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