Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$4.2M
- Health$4.1M
- Dental$4.1M
- Vision$4.1M
- Life$79K
- Short-term disability$69K
- +1 more
Filings through .
Top hat
The Potomac School
EIN 54-0562160Educational ServicesLatest filing 2025
Plans
5
Retirement
1
$131.5M assets
Health & Benefits
4
$4.3M premiums
Participants
1,681
1301 POTOMAC SCHOOL ROAD - MCLEAN, VA 221012350703-749-6320
Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.
Benefits portfolio analytics
4 plans / $4.3M premiums / 991 covered lives
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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
THE POTOMAC SCHOOL TAX-DEFERRED SAVINGS AND RETIREMENT PLAN
403(b)
Assets$131.5M
Participants690
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
THE POTOMAC SCHOOL MEDICAL PLAN
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$4.1M
Covered lives205
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
THE POTOMAC SCHOOL LIFE/AD&D INSURANCE PLAN
Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$79K
Covered lives262
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
THE POTOMAC SCHOOL SHORT TERM DISABILITY INSURANCE PLAN
Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$69K
Covered lives262
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
THE POTOMAC SCHOOL LONG TERM DISABILITY INSURANCE PLAN
Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$61K
Covered lives262
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE POTOMAC SCHOOL TAX-DEFERRED SAVINGS AND RETIREMENT PLAN | 403(b) | $131.5M | 690 | 2025 |
- #001 · 403(b) · 2025690
Health & Benefits plans
4 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | THE POTOMAC SCHOOL MEDICAL PLAN | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $4.1M | 205 | 2025 |
| #503 | THE POTOMAC SCHOOL LIFE/AD&D INSURANCE PLAN | Fully insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $79K | 262 | 2025 |
| #505 | THE POTOMAC SCHOOL SHORT TERM DISABILITY INSURANCE PLAN | Fully insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $69K | 262 | 2025 |
| #504 | THE POTOMAC SCHOOL LONG TERM DISABILITY INSURANCE PLAN | Fully insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $61K | 262 | 2025 |
- #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025205
- #503 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025262
- #505 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025262
- #504 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025262
Retirement plans
Health & Benefits plans