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Sponsor portfolioTH

MILTON ACADEMY

EIN 04-2103603-education management-Latest filing 2025
Plans
2
Retirement
1
$155.8M assets
Welfare
1
$6.1M premiums
Participants
1,455
170 CENTRE STREET - MILTON, MA 02186617-898-1798milton.eduLinkedIn201-500 employeeseducation management
Plans on this EIN
2 filings
#001403b-$155.8M - 1,077 part#508Mixed-$6.1M - 604 lives

Benefits portfolio analytics

1 plan / $6.1M premiums / 604 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.0M
  • Vision$6.0M
  • Life$126K
  • Long-term disability$126K
  • Other$126K
Total $6.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • BLUE CROSS OF CALIFORNIA98%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA2%
Total $6.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • NFP INSURANCE SERVICES INC97%
  • INDIGO INSURANCE SERVICES3%
Total $173K2 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

MILTON ACADEMY RETIREMENT PLAN

403b

Assets$155.8M
Participants1,077
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

MILTON ACADEMY BENEFIT PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$6.1M
Covered lives604
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MILTON ACADEMY RETIREMENT PLAN403b$155.8M1,0772024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508MILTON ACADEMY BENEFIT PLANMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$6.1M6042025
Retirement plans
Welfare plans
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