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Sponsor portfolioTH

WORCESTER ACADEMY

EIN 04-2105855-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$49.7M assets
Welfare
1
$83K premiums
Participants
575
81 PROVIDENCE STREET - WORCESTER, FL 01604508-754-5302
Plans on this EIN
2 filings
#001403b-$49.7M - 424 part#501Mixed-$83K - 151 lives

Benefits portfolio analytics

1 plan / $83K premiums / 151 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$71K
  • Short-term disability$71K
  • Long-term disability$71K
  • Other$71K
  • Vision$12K
Total $83K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY85%
  • BLUE CROSS OF CALIFORNIA15%
Total $83K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $13K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WORCESTER ACADEMY DC RETIREMENT PLAN

403b

Assets$49.7M
Participants424
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WORCESTER ACADEMY FLEXIBLE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$83K
Covered lives151
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WORCESTER ACADEMY DC RETIREMENT PLAN403b$49.7M4242025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WORCESTER ACADEMY FLEXIBLE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$83K1512025
Retirement plans
Welfare plans
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