Assets by plan
Share of aggregate retirement assets
Filings through .
Y.al.e. School, Inc.
EIN 22-2120871primary/secondary educationLatest filing 2025
Plans
3
Retirement
2
$43.6M assets
Health & Benefits
1
$5.9M premiums
Participants
759
56 N HADDON AVE, SUITE 300 3RD FL - HADDONFIELD, NJ 08033609-654-7222LinkedIn501-1000 employeesprimary/secondary education
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $43.6M assets / 216 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $5.9M premiums / 513 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$5.8M
- Health$5.6M
- Prescription drug$5.6M
- Life$254K
- Long-term disability$254K
- Dental$60K
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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
Y.A.L.E. SCHOOL, INC. 401(K) SAVINGS PLAN
401(k)
Assets$38.1M
Participants105
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
Y.A.L.E. SCHOOL, INC. 401(K) SAVINGS PLAN
401(k)
Assets$5.6M
Participants111
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
Y.A.L.E. SCHOOL'S HEALTH AND WELFARE BENEFITS PROGRAM
Fully insured - AETNA HEALTH, INC.
Premiums$5.9M
Covered lives513
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | Y.A.L.E. SCHOOL, INC. 401(K) SAVINGS PLAN | 401(k) | $38.1M | 105 | 2025 |
| #003 | Y.A.L.E. SCHOOL, INC. 401(K) SAVINGS PLAN | 401(k) | $5.6M | 111 | 2025 |
- #002 · 401(k) · 2025105
- #003 · 401(k) · 2025111
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | Y.A.L.E. SCHOOL'S HEALTH AND WELFARE BENEFITS PROGRAM | Fully insured | AETNA HEALTH, INC. | $5.9M | 513 | 2025 |
- #501 · Fully insured · AETNA HEALTH, INC. · 2025513
Retirement plans
Health & Benefits plans