PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SPAULDING ACADEMY & FAMILY SERVICES
Sponsor portfolioTH

SPAULDING ACADEMY & FAMILY SERVICES

EIN 02-0244216-Latest filing 2025
Plans
2
Retirement
1
$9.4M assets
Welfare
1
$4.3M premiums
Participants
654
72 SPAULDING ROAD - NORTHFIELD, NH 03276603-286-8901
Plans on this EIN
2 filings
#003403b-$9.4M - 370 part#501Fully Insured-$4.3M - 391 lives

Benefits portfolio analytics

1 plan / $4.3M premiums / 391 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.0M
  • Prescription drug$4.0M
  • Dental$168K
  • Life$122K
  • Other$101K
  • Long-term disability$88K
  • +2 more
Total $4.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • HARVARD PILGRIM HEALTH CARE93%
  • DELTA DENTAL OF CALIFORNIA4%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA2%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • RED TREE INSURANCE COMPANY, INC.0%
Total $4.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • ASSUREDPARTNERS96%
  • INDIGO INSURANCE SERVICES3%
  • COMBINED SERVICES LLC0%
  • THE RICHARDS GROUP0%
Total $119K4 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

SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN

403b

Assets$9.4M
Participants370
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SPAULDING ACADEMY & FAMILY SERVICES WELFARE BENEFITS PLAN

Fully Insured - HARVARD PILGRIM HEALTH CARE OF NE INC - MA

Premiums$4.3M
Covered lives391
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003SPAULDING ACADEMY & FAMILY SERVICES 403(B) RETIREMENT PLAN403b$9.4M3702024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SPAULDING ACADEMY & FAMILY SERVICES WELFARE BENEFITS PLANFully InsuredHARVARD PILGRIM HEALTH CARE OF NE INC - MA$4.3M3912025
Retirement plans
Welfare plans
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