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  2. Concord Academy
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Filings through Oct 24, 2026.

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Concord Academy

EIN 04-1200600-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$73.6M assets
Health & Benefits
1
$2.6M premiums
Participants
704
166 MAIN STREET - CONCORD, MA 017422445978-402-2200concordacademy.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403(b)-$73.6M - 568 part#501Fully insured-$2.6M - 293 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $2.6M premiums / 293 covered lives

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
Total $2.6M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

CONCORD ACADEMY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN

403(b)

Assets$73.6M
Participants568
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

CONCORD ACADEMY PREMIUM PAYMENT PLAN

Fully insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$2.6M
Covered lives293
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CONCORD ACADEMY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN403(b)$73.6M5682025
  • CONCORD ACADEMY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN$73.6M
    #001 · 403(b) · 2025568

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CONCORD ACADEMY PREMIUM PAYMENT PLANFully insuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$2.6M2932025
  • CONCORD ACADEMY PREMIUM PAYMENT PLAN$2.6M
    #501 · Fully insured · BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. · 2025293
Retirement plans
Health & Benefits plans

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