Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.4M
- Other$101K
- Short-term disability$75K
- Long-term disability$75K
- Life$42K
- Vision$12K
- +1 more
Sponsor portfolioTH
FRIENDS ACADEMY
EIN 11-1633485education managementLatest filing 2025
Plans
3
Retirement
1
$65.0M assets
Welfare
2
$2.6M premiums
Participants
779
270 DUCK POND ROAD - LOCUST VALLEY, NY 11560516-676-0393fa.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $2.6M premiums / 376 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- ANTHEM LIFE INSURANCE COMPANY93%
- SUN LIFE ASSURANCE COMPANY OF CANADA5%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
- UNITED HEALTHCARE INSURANCE COMPANY0%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
Broker market share
Schedule A broker compensation
77%top
- AUSTIN & CO INC77%
- ISM INSURANCE INC22%
- GCG FINANCIAL LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
FRIENDS ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$65.0M
Participants413
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FRIENDS ACADEMY SPENDING PLAN
Fully Insured - ANTHEM BLUE CROSS AND BLUE SHIELD
Premiums$2.5M
Covered lives176
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
FRIENDS ACADEMY DISABILITY INSURANCE PLAN
Fully Insured - SUN LIFE AND HEALTH INSURANCE COMPANY
Premiums$134K
Covered lives200
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FRIENDS ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $65.0M | 413 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FRIENDS ACADEMY SPENDING PLAN | Fully Insured | ANTHEM BLUE CROSS AND BLUE SHIELD | $2.5M | 176 | 2025 | |
| 508 | FRIENDS ACADEMY DISABILITY INSURANCE PLAN | Fully Insured | SUN LIFE AND HEALTH INSURANCE COMPANY | $134K | 200 | 2025 |
Retirement plans
Welfare plans