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Sponsor portfolioWelfare / HealthEIN 04-2103579
TRUSTEES OF PHILLIPS ACADEMY
180 MAIN STREET · ANDOVER, MA 01810
9787494105
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 61
- Latest filing
- 2025
Total premiums (latest)
$914K
No prior year
Persons covered
989
No prior year
Total participants
599
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $483K | 28.3% | |
| Life | $398K | 23.3% | |
| Long-term disability | $398K | 23.3% | |
| Other | $398K | 23.3% | |
| Short-term disability | $32K | 1.9% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 046143185 | D | $483K | 52.9% | 1 | 1 | 989 |
EIN 350472300 | LLTDOth | $398K | 43.6% | 1 | 1 | 588 |
EIN 131898173 | STD | $32K | 3.5% | 1 | 2 | 44 |
EIN 250687550 | $0 | 0.0% | 1 | 1 | 595 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ASSUREDPARTNERS | BLUE BELL, PA | LINCOLN NATIONAL LIFE INSURANCE COMPANY, DENTAL SERVICE OF MASSACHUSETTS, INC. D/B/A DELTA DENTAL OF MA | $24K | $31K | $55K | 96.2% | 1 |
| FRED C. CHURCH INC. | LOWELL, MA | LINCOLN NATIONAL LIFE INSURANCE COMPANY, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, FIRST UNUM LIFE INSURANCE COMPANY | $2K | $0 | $2K | 3.8% | 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