Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE FORUM SCHOOL
EIN 22-1585578education managementLatest filing 2025
Plans
3
Retirement
2
$20.2M assets
Welfare
1
$1.2M premiums
Participants
196
107 WYCKOFF AVENUE - WALDWICK, NJ 074631771201-444-5882theforumschool.comLinkedIn11-50 employeeseducation management
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $20.2M assets / 131 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.2M premiums / 65 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Dental$90K
- Life$90K
- Long-term disability$90K
- Other$90K
Carrier market share
Premium dollars by Schedule A carrier
93%top
- UNITEDHEALTHCARE INSURANCE COMPANY93%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
Broker market share
Schedule A broker compensation
74%top
- ACRISURE LLC74%
- PROFESSIONAL GROUP PLANS INC9%
- ENROLLEASE9%
- BRIAN G. TARPEY8%
- INTERNL PLANNING ALL LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
FORUM SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$17.3M
Participants95
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SUPPLEMENTAL RETIREMENT PLAN
403b
Assets$2.9M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
THE FORUM SCHOOL HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.2M
Covered lives65
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FORUM SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $17.3M | 95 | 2025 | |
| 001 | SUPPLEMENTAL RETIREMENT PLAN | 403b | $2.9M | 36 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE FORUM SCHOOL HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.2M | 65 | 2025 |
Retirement plans
Welfare plans