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Sponsor portfolioWelfare / HealthEIN 13-1635286
THE SPENCE SCHOOL
22 EAST 91ST STREET · NEW YORK, NY 10128
2122895940
- Plans filed
- 3
- Years active
- 2016–2025
- Industry
- NAICS 61
- Latest filing
- 2025
Total premiums (latest)
$2.6M
No prior year
Persons covered
730
No prior year
Total participants
603
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #503$2.5M
MAJOR MEDICAL AND LIFE INSURANCE BENEFITS
Fully insured290 covered·2 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #504$116K
THE SPENCE SCHOOL DENTAL PLAN
Fully insured297 covered·1 carrier
Primary: AETNA LIFE INSURANCE CO.
Plan #502$35K
LONG TERM DISABILITY PLAN
Fully insured143 covered·1 carrier
Primary: PRUDENTIAL INSURANCE COMPANY OF AMERICA
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.4M | 47.7% | |
| Prescription drug | $2.4M | 47.7% | |
| Dental | $116K | 2.3% | |
| Life | $41K | 0.8% | |
| Other | $41K | 0.8% | |
| Long-term disability | $35K | 0.7% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HRx | $2.4M | 92.7% | 1 | 1 | 172 |
EIN 066033492 | D | $116K | 4.4% | 1 | 1 | 297 |
EIN 221211670 | LLTDOth | $76K | 2.9% | 2 | 2 | 433 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CORPORATE SYNERGIES GROUP LLC | NEW YORK, NY | UNITEDHEALTHCARE INSURANCE COMPANY, PRUDENTIAL INSURANCE COMPANY OF AMERICA, AETNA LIFE INSURANCE CO. | $120K | $201 | $120K | 99.9% | 3 |
| IMG | INDIANAPOLIS, IN | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $62 | $62 | 0.1% | 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