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Sponsor portfolioWelfare / HealthEIN 13-1655283

SAINT DAVID'S SCHOOL

12 EAST 89TH STREET · NEW YORK, NY 10128
2123690058
Plans filed
2
Years active
2016–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$2.8M
No prior year
Persons covered
158
No prior year
Total participants
411
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$2.8M
WELFARE PLAN OF SAINT DAVID'S SCHOOL
Fully insured158 covered·2 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #503$0
SAINT DAVIDS SCHOOL DENTAL HEALTH REIMBURSEMENT ACCOUNT
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.7M94.9%
Life$67K2.3%
Other$67K2.3%
Long-term disability$14K0.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
H
$2.7M97.1%11113
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 220832760
LLTDOth
$82K2.9%12158

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
AUSTIN & CO INCALBANY, NYLINCOLN LIFE & ANNUITY COMPANY OF NEW YORK, UNITEDHEALTHCARE INSURANCE COMPANY$119K$3K$122K100.0%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
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