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Filings through Oct 24, 2026.

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Friends Academy

EIN 11-1633485-education management-Latest filing 2025
Plans
3
Retirement
1
$73.0M assets
Health & Benefits
2
$2.6M premiums
Participants
783
270 DUCK POND ROAD - LOCUST VALLEY, NY 11560516-676-0396fa.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
3 filings
#002403(b)-$73.0M - 417 part#501Fully insured-$2.5M - 176 lives#508Fully insured-$134K - 200 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $2.6M premiums / 376 covered lives

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
Total $2.6M7 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#002

FRIENDS ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN

403(b)

Assets$73.0M
Participants417
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

FRIENDS ACADEMY SPENDING PLAN

Fully insured - ANTHEM BLUE CROSS AND BLUE SHIELD

Premiums$2.5M
Covered lives176
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#508

FRIENDS ACADEMY DISABILITY INSURANCE PLAN

Fully insured - SUN LIFE AND HEALTH INSURANCE COMPANY

Premiums$134K
Covered lives200
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002FRIENDS ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN403(b)$73.0M4172025
  • FRIENDS ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN$73.0M
    #002 · 403(b) · 2025417

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501FRIENDS ACADEMY SPENDING PLANFully insuredANTHEM BLUE CROSS AND BLUE SHIELD$2.5M1762025
#508FRIENDS ACADEMY DISABILITY INSURANCE PLANFully insuredSUN LIFE AND HEALTH INSURANCE COMPANY$134K2002025
  • FRIENDS ACADEMY SPENDING PLAN$2.5M
    #501 · Fully insured · ANTHEM BLUE CROSS AND BLUE SHIELD · 2025176
  • FRIENDS ACADEMY DISABILITY INSURANCE PLAN$134K
    #508 · Fully insured · SUN LIFE AND HEALTH INSURANCE COMPANY · 2025200
Retirement plans
Health & Benefits plans

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