Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Prescription drug$1.7M
- Dental$73K
- Life$10K
- Other$10K
- Long-term disability$6K
Filings through .
The Whitney Academy, Inc.
EIN 04-2939430Educational ServicesLatest filing 2025
Plans
4
Retirement
1
$5.8M assets
Health & Benefits
3
$1.8M premiums
Participants
692
85 DR. BRALEY ROAD, PO BOX 619 - EAST FREETOWN, MA 02717508-763-3737
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Benefits portfolio analytics
3 plans / $1.8M premiums / 277 covered lives
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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#001
THE WHITNEY ACADEMY, INC. TDA PLAN
403(b)
Assets$5.8M
Participants348
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
WHITNEY ACADEMY HEALTH PLAN
Fully insured - HARVARD PILGRIM HEALTH CARE
Premiums$1.7M
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
WHITNEY ACADEMY DENTAL PLAN
Fully insured - DENTAL SERVICE OF MASSACHUSETTS, INC. D/B/A DELTA DENTAL OF MA
Premiums$73K
Covered lives146
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
WHITNEY ACADEMY, INC. LIFE AND DISABILITY PLAN
Fully insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$17K
Covered lives131
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE WHITNEY ACADEMY, INC. TDA PLAN | 403(b) | $5.8M | 348 | 2025 |
- #001 · 403(b) · 2025348
Health & Benefits plans
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | WHITNEY ACADEMY HEALTH PLAN | Fully insured | HARVARD PILGRIM HEALTH CARE | $1.7M | 0 | 2024 |
| #503 | WHITNEY ACADEMY DENTAL PLAN | Fully insured | DENTAL SERVICE OF MASSACHUSETTS, INC. D/B/A DELTA DENTAL OF MA | $73K | 146 | 2024 |
| #501 | WHITNEY ACADEMY, INC. LIFE AND DISABILITY PLAN | Fully insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $17K | 131 | 2024 |
- #502 · Fully insured · HARVARD PILGRIM HEALTH CARE · 20240
- #503 · Fully insured · DENTAL SERVICE OF MASSACHUSETTS, INC. D/B/A DELTA DENTAL OF MA · 2024146
- #501 · Fully insured · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2024131
Retirement plans
Health & Benefits plans