Assets by plan
Share of aggregate retirement assets
Filings through .
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Sidwell Friends School
EIN 53-0196519education managementLatest filing 2025
Plans
4
Retirement
2
$184.2M assets
Health & Benefits
2
$124K premiums
Participants
1,635
3825 WISCONSIN AVENUE, NW - WASHINGTON, DC 200162907202-537-8139sidwell.eduLinkedIn51-200 employeeseducation management
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $184.2M assets / 1,360 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- TIAA$184.2M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $124K premiums / 540 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$111K
- Other$111K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403(b)
Assets$139.7M
Participants957
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#006
SIDWELL FRIENDS SCHOOL TAX DEFERRED ANNUITY PLAN
403(b)
Assets$44.5M
Participants403
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
BASIC LIFE AD&D LTD AND SUPPLEMENTAL LIFE AD&D INSURANCE FOR EMPLOYEES OF SIDWELL FRIENDS SCHOOL
Fully insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Premiums$111K
Covered lives270
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
GROUP LONG TERM DISABILITY INSURANCE FOR EMPLOYEES OF SIDWELL FRIENDS SCHOOL
Fully insured - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$13K
Covered lives270
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | 403(b) | $139.7M | 957 | 2025 |
| #006 | SIDWELL FRIENDS SCHOOL TAX DEFERRED ANNUITY PLAN | 403(b) | $44.5M | 403 | 2024 |
- #001 · 403(b) · 2025957
- #006 · 403(b) · 2024403
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | BASIC LIFE AD&D LTD AND SUPPLEMENTAL LIFE AD&D INSURANCE FOR EMPLOYEES OF SIDWELL FRIENDS SCHOOL | Fully insured | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $111K | 270 | 2025 |
| #504 | GROUP LONG TERM DISABILITY INSURANCE FOR EMPLOYEES OF SIDWELL FRIENDS SCHOOL | Fully insured | RELIANCE STANDARD LIFE INSURANCE COMPANY | $13K | 270 | 2024 |
- BASIC LIFE AD&D LTD AND SUPPLEMENTAL LIFE AD&D INSURANCE FOR EMPLOYEES OF SIDWELL FRIENDS SCHOOL$111K#503 · Fully insured · EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA · 2025270
- #504 · Fully insured · RELIANCE STANDARD LIFE INSURANCE COMPANY · 2024270
Retirement plans
Health & Benefits plans