PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. THE ALBANY ACADEMIES
Sponsor portfolio

THE ALBANY ACADEMIES

EIN 14-1338579-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$37.0M assets
Welfare
1
$1.0M premiums
Participants
503
135 ACADEMY ROAD - ALBANY, NY 12208albanyacademies.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$37.0M - 365 part#501Fully Insured-$1.0M - 138 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 138 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$966K
  • Prescription drug$966K
  • Other$71K
  • Dental$67K
  • Vision$67K
  • Life$67K
  • +2 more
Total $1.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • MVP HEALTH CARE93%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.0%
Total $1.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • MARSHALL & STERLING EMPLOYEE BENEFI79%
  • FNA INSURANCE SERVICES INC21%
Total $16K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TIAA-CREF TAX DEFERRED ANNUITY FOR ALL EMPLOYEES O

403b

Assets$37.0M
Participants365
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE ALBANY ACADEMIES WELFARE BENEFIT PLAN

Fully Insured - CAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN INC

Premiums$1.0M
Covered lives138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TIAA-CREF TAX DEFERRED ANNUITY FOR ALL EMPLOYEES O403b$37.0M3652025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE ALBANY ACADEMIES WELFARE BENEFIT PLANFully InsuredCAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN INC$1.0M1382025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica