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Sponsor portfolio

PROCTOR ACADEMY

EIN 02-0222179-education management-Latest filing 2025
Plans
2
Retirement
1
$22.3M assets
Welfare
1
$167K premiums
Participants
513
PO BOX 500, 204 MAIN STREET - ANDOVER, NH 03216603-735-6000proctoacademy.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#003401k-$22.3M - 329 part#506Mixed-$167K - 184 lives

Benefits portfolio analytics

1 plan / $167K premiums / 184 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$98K
  • Life$69K
  • Long-term disability$69K
  • Other$69K
Total $167K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • DELTA DENTAL OF CALIFORNIA59%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY41%
Total $167K2 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • ASSUREDPARTNERS95%
  • COMBINED SERVICES LLC5%
Total $17K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

PROCTOR ACADEMY 401(K) SAVINGS PLAN

401k

Assets$22.3M
Participants329
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

PROCTOR ACADEMY HEALTH AND WELFARE BENEFIT PLAN

Mixed - DELTA DENTAL PLAN OF NEW HAMPSHIRE, INC.

Premiums$167K
Covered lives184
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003PROCTOR ACADEMY 401(K) SAVINGS PLAN401k$22.3M3292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506PROCTOR ACADEMY HEALTH AND WELFARE BENEFIT PLANMixedDELTA DENTAL PLAN OF NEW HAMPSHIRE, INC.$167K1842025
Retirement plans
Welfare plans
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