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Sponsor portfolioTH

GEORGETOWN DAY SCHOOL

EIN 53-0204701-Latest filing 2025
Plans
2
Retirement
1
$106.2M assets
Welfare
1
$140K premiums
Participants
915
4200 DAVENPORT STREET NW - WASHINGTON, DC 20016202-295-6200
Plans on this EIN
2 filings
#001403b-$106.2M - 651 part#501Fully Insured-$140K - 262 lives

Benefits portfolio analytics

1 plan / $140K premiums / 262 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$166K
  • Long-term disability$166K
  • Other$166K
Total $166K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA100%
Total $166K1 slice

Broker market share

Schedule A broker compensation

Split broker
54%top
  • EDUCATORS BENEFIT SERVICES54%
  • MARSH & MCLENNAN AGENCY LLC46%
Total $20K2 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

GEORGETOWN DAY SCHOOL, INC. 403(B) RETIREMENT PLAN

403b

Assets$106.2M
Participants651
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GEORGETOWN DAY SCHOOL LONG TERM DISABILITY INSURANCE BASIC LIFE/AD&D INSURANCE & SUPPLEMENTAL LIFE/A&D INSURANCE

Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$140K
Covered lives262
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GEORGETOWN DAY SCHOOL, INC. 403(B) RETIREMENT PLAN403b$106.2M6512024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GEORGETOWN DAY SCHOOL LONG TERM DISABILITY INSURANCE BASIC LIFE/AD&D INSURANCE & SUPPLEMENTAL LIFE/A&D INSURANCEFully InsuredEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$140K2622025
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