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Sponsor portfolioTH

ACADEMY IN MANAYUNK

EIN 01-0849648-primary/secondary education-Latest filing 2025
Plans
3
Retirement
2
$13.0M assets
Welfare
1
$79K premiums
Participants
434
1200 RIVER ROAD - CONSHOHOCKEN, PA 19428215-483-2461LinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
3 filings
#001403b-$8.5M - 153 part#002403b-$4.5M - 117 part#501Mixed-$79K - 164 lives

Retirement portfolio analytics

2 plans aggregated / $13.0M assets / 270 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • 403(B) RETIREMENT PLAN (#001)65%
  • TEACHERS' RETIREMENT FUND (#002)35%
Total $13.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT PLAN (#001)153
  • TEACHERS' RETIREMENT FUND (#002)117
Total 270Click row to drill in

Benefits portfolio analytics

1 plan / $79K premiums / 164 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$40K
  • Life$39K
  • Other$39K
  • Long-term disability$21K
Total $79K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $79K1 slice

Broker market share

Schedule A broker compensation

Split broker
71%top
  • CONNER STRONG & BUCKELEW71%
  • JAMES R NELLIGAN & ASSOCIATES LLC29%
Total $14K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ACADEMY IN MANAYUNK 403(B) RETIREMENT PLAN

403b

Assets$8.5M
Participants153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AIM ACADEMY TEACHERS' RETIREMENT FUND

403b

Assets$4.5M
Participants117
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AIM ACADEMY HEALTH AND WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$79K
Covered lives164
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ACADEMY IN MANAYUNK 403(B) RETIREMENT PLAN403b$8.5M1532025
002AIM ACADEMY TEACHERS' RETIREMENT FUND403b$4.5M1172025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AIM ACADEMY HEALTH AND WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$79K1642025
Retirement plans
Welfare plans
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