PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. MARTHA LLOYD SCHOOL, INC.

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 24-0798830

MARTHA LLOYD SCHOOL, INC.

66 LLOYD LANE · TROY, PA 16947
5702972185
Plans filed
2
Years active
2015–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
368
No prior year
Total participants
368
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$1.0M
MARTHA LLOYD SCHOOL, INC. WELFARE BENEFITS PLAN
Self-funded139 covered·1 carrier
Primary: HM LIFE INSURANCE COMPANY
Plan #502$109K
MARTHA LLOYD SCHOOL, INC. GROUP INSURANCE PLAN
Fully insured229 covered·3 carriers
Primary: PRINCIPAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$1.0M83.3%
Dental$56K4.6%
Vision$56K4.6%
Life$39K3.2%
Other$39K3.2%
Long-term disability$14K1.1%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HM LIFE INSURANCE COMPANY
EIN 061041332
SL
$1.0M90.3%11139
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DV
$56K4.9%11174
AMERICAN UNITED LIFE INSURANCE COMPANY
EIN 350145825
LOth
$39K3.5%11229
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
LTD
$14K1.2%1151

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HENRY DUNN INCTOWANDA, PAPRINCIPAL LIFE INSURANCE COMPANY, AMERICAN UNITED LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$12K$0$12K77.6%1
GIS BENEFITS INCMORRIS, ILPRINCIPAL LIFE INSURANCE COMPANY$0$3K$3K17.9%1
MARK S METTILLESAINT PETERSBURG, FLTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$694$0$6944.5%1

History & trajectory

11 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