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
Sponsor portfolioTH
THE POTOMAC SCHOOL
EIN 54-0562160Educational ServicesLatest filing 2025
Plans
5
Retirement
1
$131.5M assets
Welfare
4
$4.3M premiums
Participants
1,681
1301 POTOMAC SCHOOL ROAD - MCLEAN, VA 221012350703-749-6320
Benefits portfolio analytics
4 plans / $4.3M premiums / 991 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY95%
- UNITED OF OMAHA LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
69%top
- OLSON BENEFIT GROUP, LLC69%
- AP BENEFIT ADVISORS, LLC31%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE POTOMAC SCHOOL TAX-DEFERRED SAVINGS AND RETIREMENT PLAN
403b
Assets$131.5M
Participants690
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE POTOMAC SCHOOL MEDICAL PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$4.1M
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
THE POTOMAC SCHOOL LIFE/AD&D INSURANCE PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$79K
Covered lives262
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
THE POTOMAC SCHOOL SHORT TERM DISABILITY INSURANCE PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$69K
Covered lives262
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
THE POTOMAC SCHOOL LONG TERM DISABILITY INSURANCE PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$61K
Covered lives262
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE POTOMAC SCHOOL TAX-DEFERRED SAVINGS AND RETIREMENT PLAN | 403b | $131.5M | 690 | 2025 |
Welfare plans4
| 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 |
Retirement plans
Welfare plans