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Sponsor portfolioWelfare / HealthEIN 02-0222174
PHILLIPS EXETER ACADEMY
20 MAIN STREET · EXETER, NH 03833
6037773428
- Plans filed
- 5
- Years active
- 2016–2025
- Industry
- NAICS 61
- Latest filing
- 2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
800
No prior year
Total participants
596
No prior year
Plans filed
5
No prior year
Plans under this sponsor
5 plans
Plan #506$868K
PHILLIPS EXETER ACADEMY RETIREE HEALTH CARE PLAN
Fully insured135 covered·1 carrier
Primary: SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC.
Plan #507$565K
PHILLIPS EXETER ACADEMY EMPLOYEE HEALTH & WELFARE BENEFIT PLAN
Mixed665 covered·3 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #501$237K
PHILLIPS EXETER ACADEMY GROUP INSURANCE PLAN
Fully insured560 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #503$216K
PHILLIPS EXETER ACADEMY GROUP LIFE AND AD&D PLAN
Fully insured560 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #502$24K
PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN
Mixed381 covered·1 carrier
Primary: RED TREE INSURANCE COMPANY, INC.
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Vision | $908K | 19.3% | |
| Health | $868K | 18.5% | |
| Prescription drug | $868K | 18.5% | |
| Other | $524K | 11.2% | |
| Life | $509K | 10.8% | |
| Short-term disability | $509K | 10.8% | |
| Long-term disability | $509K | 10.8% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 940734860 | HRxV | $868K | 60.6% | 1 | 2 | 135 |
EIN 470322111 | LSTDLTDOth | $509K | 35.5% | 1 | 1 | 583 |
EIN 270175911 | V | $40K | 2.8% | 1 | 1 | 665 |
EIN 731016728 | Oth | $15K | 1.1% | 1 | 1 | 88 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ASSUREDPARTNERS | METHUEN, MA | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD, RED TREE INSURANCE COMPANY, INC., UNITED OF OMAHA LIFE INSURANCE COMPANY | $34K | $30K | $64K | 99.1% | 1 |
| COMBINED SERVICES LLC | CONCORD, NH | RED TREE INSURANCE COMPANY, INC. | $597 | $0 | $597 | 0.9% | 1 |
History & trajectory
10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan