PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. STONE RIDGE SCHOOL OF THE SACRED HEART

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 53-0196582

STONE RIDGE SCHOOL OF THE SACRED HEART

9101 ROCKVILLE PIKE · BETHESDA, MD 20814
3016574322
Plans filed
3
Years active
2015–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$117K
No prior year
Persons covered
209
No prior year
Total participants
123
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #501$117K
STONE RIDGE SCHOOL OF THE SACRED HEART WELFARE BENEFIT PLAN
Fully insured209 covered·1 carrier
Primary: EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Plan #502$22K
GROUP LONG TERM DISABILITY INSURANCE FOR EMPLOYEES OF THE STONE RIDGE SCHOOL OF THE SACRED HEART
Fully insured196 covered·1 carrier
Primary: RELIANCE STANDARD LIFE INSURANCE COMPANY
Plan #503$20K
WEEKLY DISABILITY INCOME INSURANCE FOR EMPLOYEES OF THE STONE RIDGE SCHOOL OF THE SACRED HEART
Fully insured196 covered·1 carrier
Primary: RELIANCE STANDARD LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$117K33.3%
Short-term disability$117K33.3%
Long-term disability$117K33.3%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
EIN 860222062
LSTDLTD
$117K100.0%11209

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
EDUCATORS BENEFIT SERVICESGLEN BURNIE, MDEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$14K$0$14K59.7%1
MARSH & MCLENNAN AGENCY LLCBETHESDA, MDEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$2K$7K$9K40.3%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