PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. SHEPARD SCHOOL

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 22-3106512

SHEPARD SCHOOL

10 COLUMBA STREET · MORRISTOWN, NJ 07960
9732471375
Plans filed
1
Years active
2018–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
208
No prior year
Total participants
136
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.4M
SHEPARD SCHOOL WELFARE BENEFIT PLAN
Fully insured208 covered·3 carriers
Primary: HORIZON HEALTHCARE SERVICES, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.3M32.7%
Vision$2.3M32.7%
Prescription drug$2.3M32.7%
Dental$97K1.4%
Life$16K0.2%
Other$16K0.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HORIZON HEALTHCARE SERVICES, INC.
EIN 220999690
HRxV
$2.3M95.3%11107
DELTA DENTAL OF CALIFORNIA
EIN 221896118
D
$97K4.1%11208
USABLE LIFE
EIN 710505232
LOth
$16K0.7%11136

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ACRISURE LLCRYE BROOK, NYHORIZON HEALTHCARE SERVICES, INC., USABLE LIFE, DELTA DENTAL OF NEW JERSEY, INC.$83K$0$83K98.4%1
HORIZON INSURANCE COMPANYNEWARK, NJUSABLE LIFE$0$1K$1K1.2%1
MARTIN INSURANCE GROUPCRANBURY, NJUSABLE LIFE$310$0$3100.4%1

History & trajectory

8 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica