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
Sponsor portfolio
THE WHITNEY ACADEMY, INC.
EIN 04-2939430Educational ServicesLatest filing 2025
Plans
4
Retirement
1
$5.8M assets
Welfare
3
$1.8M premiums
Participants
692
85 DR. BRALEY ROAD, PO BOX 619 - EAST FREETOWN, MA 02717508-763-3737
Benefits portfolio analytics
3 plans / $1.8M premiums / 277 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- HARVARD PILGRIM HEALTH CARE95%
- DELTA DENTAL OF CALIFORNIA4%
- LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE WHITNEY ACADEMY, INC. TDA PLAN
403b
Assets$5.8M
Participants348
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
WHITNEY ACADEMY HEALTH PLAN
Fully Insured - HARVARD PILGRIM HEALTH CARE
Premiums$1.7M
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
WHITNEY ACADEMY DENTAL PLAN
Fully Insured - DENTAL SERVICE OF MASSACHUSETTS, INC. D/B/A DELTA DENTAL OF MA
Premiums$73K
Covered lives146
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
WHITNEY ACADEMY, INC. LIFE AND DISABILITY PLAN
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$17K
Covered lives131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE WHITNEY ACADEMY, INC. TDA PLAN | 403b | $5.8M | 348 | 2025 |
Welfare plans3
| 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 |
Retirement plans
Welfare plans