Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
TABOR ACADEMY
EIN 04-2103632Educational ServicesLatest filing 2025
Plans
3
Retirement
2
$80.4M assets
Welfare
1
$274K premiums
Participants
697
66 SPRING STREET - MARION, MA 02738508-748-2000
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $80.4M assets / 521 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $274K premiums / 359 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$157K
- Life$98K
- Long-term disability$98K
- Other$98K
- Vision$18K
Carrier market share
Premium dollars by Schedule A carrier
58%top
- BLUE CROSS OF CALIFORNIA58%
- PRINCIPAL LIFE INSURANCE COMPANY36%
- EYEMED VISION CARE7%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
TABOR ACADEMY DEFINED CONTRIBUTION PLAN
403b
Assets$77.5M
Participants474
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TABOR ACADEMY PENSION PLAN
TraditionalDB
Assets$2.9M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
TABOR ACADEMY HEALTH AND WELFARE PLAN
Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$274K
Covered lives359
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TABOR ACADEMY DEFINED CONTRIBUTION PLAN | 403b | $77.5M | 474 | 2025 | |
| 001 | TABOR ACADEMY PENSION PLAN | TraditionalDB | $2.9M | 47 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | TABOR ACADEMY HEALTH AND WELFARE PLAN | Mixed | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $274K | 359 | 2025 |
Retirement plans
Welfare plans