Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.5M
- Dental$2.5M
- Other$47K
- Life$36K
- Long-term disability$36K
- Short-term disability$14K
- +1 more
Sponsor portfolioTH
CONCORD ACADEMY
EIN 04-1200600primary/secondary educationLatest filing 2025
Plans
2
Retirement
1
$73.6M assets
Welfare
1
$2.6M premiums
Participants
704
166 MAIN STREET - CONCORD, MA 017422445978-402-2200concordacademy.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.6M premiums / 293 covered livesCarrier market share
Premium dollars by Schedule A carrier
98%top
- BLUE CROSS OF CALIFORNIA98%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA1%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- EYEMED VISION CARE0%
Broker market share
Schedule A broker compensation
97%top
- FRED C. CHURCH INC.97%
- INDIGO INSURANCE SERVICES3%
- BROWN & BROWN INSURANCE SERVICES0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CONCORD ACADEMY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN
403b
Assets$73.6M
Participants568
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CONCORD ACADEMY PREMIUM PAYMENT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$2.6M
Covered lives293
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CONCORD ACADEMY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN | 403b | $73.6M | 568 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CONCORD ACADEMY PREMIUM PAYMENT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $2.6M | 293 | 2025 |
Retirement plans
Welfare plans