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  2. The Forman School, Inc.
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Filings through Oct 24, 2026.

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The Forman School, Inc.

EIN 06-0646648-education management-Latest filing 2025
Plans
2
Retirement
1
$28.9M assets
Health & Benefits
1
$1.6M premiums
Participants
425
12 NORFOLK ROAD - LITCHFIELD, CT 067592537860-567-1828formanschool.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#001403(b)-$28.9M - 311 part#501Mixed-$1.6M - 199 lives

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

Benefits portfolio analytics

1 plan / $1.6M premiums / 199 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Life$39K
  • Short-term disability$39K
  • Long-term disability$39K
  • Other$39K
Total $1.6M5 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#001

THE FORMAN SCHOOL, INC. 403(B) RETIREMENT PLAN

403(b)

Assets$28.9M
Participants311
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

THE FORMAN SCHOOL INC. WELFARE PLAN

Mixed - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$1.6M
Covered lives199
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001THE FORMAN SCHOOL, INC. 403(B) RETIREMENT PLAN403(b)$28.9M3112025
  • THE FORMAN SCHOOL, INC. 403(B) RETIREMENT PLAN$28.9M
    #001 · 403(b) · 2025311

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501THE FORMAN SCHOOL INC. WELFARE PLANMixedUNITED HEALTHCARE INSURANCE COMPANY$1.6M1992025
  • THE FORMAN SCHOOL INC. WELFARE PLAN$1.6M
    #501 · Mixed · UNITED HEALTHCARE INSURANCE COMPANY · 2025199
Retirement plans
Health & Benefits plans

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