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  2. The Forum School
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

The Forum School

EIN 22-1585578-education management-Latest filing 2025
Plans
3
Retirement
2
$20.2M assets
Health & Benefits
1
$1.2M premiums
Participants
196
107 WYCKOFF AVENUE - WALDWICK, NJ 074631771201-444-5882theforumschool.comLinkedIn11-50 employeeseducation management
Plans on this EIN
3 filings
#002403(b)-$17.3M - 95 part#001403(b)-$2.9M - 36 part#501Fully insured-$1.2M - 65 lives

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

Retirement portfolio analytics

2 plans aggregated / $20.2M assets / 131 participants

Assets by plan

Share of aggregate retirement assets

  • CONTRIBUTION RETIREMENT PLAN (#002)$17.3M
  • SUPPLEMENTAL RETIREMENT PLAN (#001)$2.9M
Total $20.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#002)95
  • SUPPLEMENTAL RETIREMENT PLAN (#001)36
Total 131Select a row to open it

Benefits portfolio analytics

1 plan / $1.2M premiums / 65 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$90K
  • Life$90K
  • Long-term disability$90K
  • Other$90K
Total $1.2M5 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

FORUM SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403(b)

Assets$17.3M
Participants95
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

SUPPLEMENTAL RETIREMENT PLAN

403(b)

Assets$2.9M
Participants36
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

THE FORUM SCHOOL HEALTH AND WELFARE PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.2M
Covered lives65
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002FORUM SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403(b)$17.3M952025
#001SUPPLEMENTAL RETIREMENT PLAN403(b)$2.9M362025
  • FORUM SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN$17.3M
    #002 · 403(b) · 202595
  • SUPPLEMENTAL RETIREMENT PLAN$2.9M
    #001 · 403(b) · 202536

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501THE FORUM SCHOOL HEALTH AND WELFARE PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$1.2M652025
  • THE FORUM SCHOOL HEALTH AND WELFARE PLAN$1.2M
    #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 202565
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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