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Sponsor portfolioTH

SIDWELL FRIENDS SCHOOL

EIN 53-0196519-education management-Latest filing 2025
Plans
4
Retirement
2
$127.6M assets
Welfare
2
$124K premiums
Participants
1,410
3825 WISCONSIN AVENUE NW - WASHINGTON, DC 200162907202-537-8139sidwell.eduLinkedIn51-200 employeeseducation management
Plans on this EIN
4 filings
#001403b-$83.1M - 732 part#006403b-$44.5M - 403 part#503Fully Insured-$111K - 270 lives#504Fully Insured-$13K - 270 lives

Retirement portfolio analytics

2 plans aggregated / $127.6M assets / 1,135 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • CONTRIBUTION RETIREMENT PLAN (#001)65%
  • DEFERRED ANNUITY PLAN (#006)35%
Total $127.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • TIAA100%
Total $127.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#001)732
  • DEFERRED ANNUITY PLAN (#006)403
Total 1,135Click row to drill in

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
Total $111K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA100%
Total $111K1 slice

Broker market share

Schedule A broker compensation

Split broker
73%top
  • EDUCATORS BENEFIT SERVICES73%
  • MARSH & MCLENNAN AGENCY LLC27%
Total $18K2 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

SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$83.1M
Participants732
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

SIDWELL FRIENDS SCHOOL TAX DEFERRED ANNUITY PLAN

403b

Assets$44.5M
Participants403
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#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
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

GROUP LONG TERM DISABILITY INSURANCE FOR EMPLOYEES OF SIDWELL FRIENDS SCHOOL

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$13K
Covered lives270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SIDWELL FRIENDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403b$83.1M7322024
006SIDWELL FRIENDS SCHOOL TAX DEFERRED ANNUITY PLAN403b$44.5M4032024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503BASIC LIFE AD&D LTD AND SUPPLEMENTAL LIFE AD&D INSURANCE FOR EMPLOYEES OF SIDWELL FRIENDS SCHOOLFully InsuredEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$111K2702025
504GROUP LONG TERM DISABILITY INSURANCE FOR EMPLOYEES OF SIDWELL FRIENDS SCHOOLFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$13K2702024
Retirement plans
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