Form 5500 · Employee benefit plan · NEW YORK, NY
THE DALTON SCHOOLS INC.
The filing calls this plan DALTON SCHOOLS INC. EMPLOYEE BENEFIT PLAN.
THE DALTON SCHOOLS INC. of NEW YORK, NY is a 335-participant education employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is CORPORATE SYNERGIES - CAMDEN. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-2751872 · plan 501 · plan year 2025, filed Mar 30, 2026
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
124 other employer plans in New York have policy years ending in August. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 4 insured contracts covering health, dental, vision, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 834 people.
Reported premium across the insured contracts is $7,096,971, with $181,898 in disclosed broker commissions — about 2.6% of premium.
The most recent policy period ended in August, and the plan year ends August 31. Group contracts typically renew on that annual cycle.
CORPORATE SYNERGIES - CAMDEN is the broker of record on 1 of the 4 contracts; the rest name a different broker or none.
4 carriers appear on the filing, including UNITEDHEALTHCARE INSURANCE COMPANY, DELTA DENTAL OF NEW YORK, PRUDENTIAL INSURANCE COMPANY OF AMERICA and AFLAC. UNITEDHEALTHCARE INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Vision | 834 | Sep 1, 2025 | $6,566,792 | $133,264 |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 336 | Sep 1, 2025 | $167,804 | $26,145 |
| DELTA DENTAL OF NEW YORK | Dental | 438 | Sep 1, 2025 | $320,572 | $16,015 |
| AFLAC | — | 58 | Sep 1, 2025 | $41,803 | $6,474 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Other plans filed by this employer
How this plan compares
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Renewal calendar
124 other employer plans in New York are September 1 renewals (policy year ends August).
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