PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Allegro School Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Allegro School Inc.

EIN 22-2964290-Educational Services-Latest filing 2025
Plans
3
Retirement
2
$12.4M assets
Health & Benefits
1
$1.7M premiums
Participants
518
125 RIDGEDALE AVENUE - CEDAR KNOLLS, NJ 079271803973-267-9711
Plans on this EIN
3 filings
#001Profit-sharing-$9.9M - 303 part#002403(b)-$2.5M - 79 part#501Fully insured-$1.7M - 136 lives

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

Retirement portfolio analytics

2 plans aggregated / $12.4M assets / 382 participants

Assets by plan

Share of aggregate retirement assets

  • CONTRIBUTION RETIREMENT PLAN (#001)$9.9M
  • DEFERRED ANNUITY PLAN (#002)$2.5M
Total $12.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#001)303
  • DEFERRED ANNUITY PLAN (#002)79
Total 382Select a row to open it

Benefits portfolio analytics

1 plan / $1.7M premiums / 136 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Long-term disability$15K
  • Life$14K
  • Other$14K
Total $1.7M4 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

ALLEGRO SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Profit-sharing

Assets$9.9M
Participants303
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

ALLEGRO SCHOOL TAX DEFERRED ANNUITY PLAN

403(b)

Assets$2.5M
Participants79
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

ALLEGRO SCHOOL, INC. WELFARE BENEFITS PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.7M
Covered lives136
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ALLEGRO SCHOOL DEFINED CONTRIBUTION RETIREMENT PLANProfit-sharing$9.9M3032025
#002ALLEGRO SCHOOL TAX DEFERRED ANNUITY PLAN403(b)$2.5M792025
  • ALLEGRO SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN$9.9M
    #001 · Profit-sharing · 2025303
  • ALLEGRO SCHOOL TAX DEFERRED ANNUITY PLAN$2.5M
    #002 · 403(b) · 202579

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501ALLEGRO SCHOOL, INC. WELFARE BENEFITS PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$1.7M1362025
  • ALLEGRO SCHOOL, INC. WELFARE BENEFITS PLAN$1.7M
    #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025136
Retirement plans
Health & Benefits plans

On this page

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

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica