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Sponsor portfolioWelfare / HealthEIN 54-0562160

THE POTOMAC SCHOOL

1301 POTOMAC SCHOOL RD · MCLEAN, VA 221012350
7033564100
Plans filed
4
Years active
2016–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$4.3M
No prior year
Persons covered
991
No prior year
Total participants
991
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #501$4.1M
THE POTOMAC SCHOOL MEDICAL PLAN
Fully insured205 covered·1 carrier
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY
Plan #503$79K
THE POTOMAC SCHOOL LIFE/AD&D INSURANCE PLAN
Fully insured262 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #505$69K
THE POTOMAC SCHOOL SHORT TERM DISABILITY INSURANCE PLAN
Fully insured262 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #504$61K
THE POTOMAC SCHOOL LONG TERM DISABILITY INSURANCE PLAN
Fully insured262 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$4.2M25.0%
Health$4.1M24.6%
Dental$4.1M24.6%
Vision$4.1M24.6%
Life$79K0.5%
Short-term disability$69K0.4%
Long-term disability$61K0.4%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HDVOth
$4.1M95.1%11205
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$209K4.9%33786

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
OLSON BENEFIT GROUP, LLCREHOBOTH BEACH, DEUNITED OF OMAHA LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY$22K$56K$79K68.6%4
AP BENEFIT ADVISORS, LLCHUNT VALLEY, MDUNITED OF OMAHA LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY$8K$28K$36K31.4%4

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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