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Sponsor portfolioTH

WILBRAHAM AND MONSON ACADEMY

EIN 04-2105838-education management-Latest filing 2025
Plans
2
Retirement
1
$34.5M assets
Welfare
1
$167K premiums
Participants
458
423 MAIN STREET - WILBRAHAM, MA 01095413-596-6811wma.usLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#002403b-$34.5M - 330 part#501Mixed-$167K - 125 lives

Benefits portfolio analytics

1 plan / $167K premiums / 125 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$96K
  • Other$27K
  • Long-term disability$19K
  • Vision$16K
  • Life$13K
  • Short-term disability$8K
Total $167K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY58%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY33%
  • EYEMED VISION CARE10%
Total $167K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • RSC INSURANCE BROKERAGE INC100%
Total $15K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$34.5M
Participants330
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WILBRAHAM AND MONSON ACADEMY HEALTH AND WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$167K
Covered lives125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN403b$34.5M3302025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WILBRAHAM AND MONSON ACADEMY HEALTH AND WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$167K1252025
Retirement plans
Welfare plans
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