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Sponsor portfolioWelfare / HealthEIN 52-1195527

THE IVYMOUNT SCHOOL, INC.

11614 SEVEN LOCKS ROAD · ROCKVILLE, MD 20854
3014690223
Plans filed
4
Years active
2016–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$800K
No prior year
Persons covered
545
No prior year
Total participants
545
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #502$753K
THE IVYMOUNT SCHOOL HEALTH AND WELFARE PLAN
Fully insured143 covered·1 carrier
Primary: KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC.
Plan #503$43K
THE IVYMOUNT SCHOOL DENTAL PLAN
Fully insured130 covered·1 carrier
Primary: DOMINION NATIONAL
Plan #505$19K
THE IVYMOUNT SCHOOL VISION PLAN
Mixed86 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Plan #504$4K
THE IVYMOUNT SCHOOL EMPLOYEE ASSISTANCE PROGRAM
Fully insured272 covered·1 carrier
Primary: INOVA EMPLOYEE ASSISTANCE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$753K48.5%
Prescription drug$753K48.5%
Dental$43K2.8%
Other$4K0.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 520954463
HRx
$753K94.2%11143
DOMINION NATIONAL
EIN 541808292
D
$43K5.3%11130
INOVA EMPLOYEE ASSISTANCE
EIN 540620889
Oth
$4K0.5%11272

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCWASHINGTON, DCDOMINION NATIONAL, KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC.$40K$7K$47K81.4%2
EBCAMCLEAN, VAKAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC.$11K$0$11K18.6%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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