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  2. Tabor Academy
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

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Tabor Academy

EIN 04-2103632-Educational Services-Latest filing 2025
Plans
3
Retirement
2
$80.4M assets
Health & Benefits
1
$274K premiums
Participants
697
66 SPRING STREET - MARION, MA 02738508-748-2000
Plans on this EIN
3 filings
#002403(b)-$77.5M - 474 part#001Traditional DB-$2.9M - 47 part#502Mixed-$274K - 359 lives

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

Retirement portfolio analytics

2 plans aggregated / $80.4M assets / 521 participants

Assets by plan

Share of aggregate retirement assets

  • DEFINED CONTRIBUTION PLAN (#002)$77.5M
  • TABOR ACADEMY PENSION (#001)$2.9M
Total $80.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • DEFINED CONTRIBUTION PLAN (#002)474
  • TABOR ACADEMY PENSION (#001)47
Total 521Select a row to open it

Benefits portfolio analytics

1 plan / $274K premiums / 359 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$157K
  • Life$98K
  • Long-term disability$98K
  • Other$98K
  • Vision$18K
Total $274K5 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#002

TABOR ACADEMY DEFINED CONTRIBUTION PLAN

403(b)

Assets$77.5M
Participants474
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

TABOR ACADEMY PENSION PLAN

Traditional DB

Assets$2.9M
Participants47
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

TABOR ACADEMY HEALTH AND WELFARE PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$274K
Covered lives359
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002TABOR ACADEMY DEFINED CONTRIBUTION PLAN403(b)$77.5M4742025
#001TABOR ACADEMY PENSION PLANTraditional DB$2.9M472024
  • TABOR ACADEMY DEFINED CONTRIBUTION PLAN$77.5M
    #002 · 403(b) · 2025474
  • TABOR ACADEMY PENSION PLAN$2.9M
    #001 · Traditional DB · 202447

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502TABOR ACADEMY HEALTH AND WELFARE PLANMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$274K3592025
  • TABOR ACADEMY HEALTH AND WELFARE PLAN$274K
    #502 · Mixed · BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. · 2025359
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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