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Sponsor portfolioTH

FRIENDS SELECT SCHOOL

EIN 23-0604370-education management-Latest filing 2025
Plans
2
Retirement
1
$42.6M assets
Welfare
1
$71K premiums
Participants
388
1651 BENJAMIN FRANKLIN PARKWAY - PHILADELPHIA, PA 191031284215-561-5900friends-select.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#001403b-$42.6M - 248 part#501Mixed-$71K - 140 lives

Benefits portfolio analytics

1 plan / $71K premiums / 140 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$71K
  • Long-term disability$71K
  • Other$71K
Total $71K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $71K1 slice

Broker market share

Schedule A broker compensation

Split broker
74%top
  • CONNER STRONG & BUCKELEW74%
  • JAMES R NELLIGAN & ASSOCIATES LLC26%
Total $13K2 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

FRIENDS SELECT SCHOOL RETIREMENT PLAN

403b

Assets$42.6M
Participants248
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FRIENDS SELECT SCHOOL INSURANCE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$71K
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FRIENDS SELECT SCHOOL RETIREMENT PLAN403b$42.6M2482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FRIENDS SELECT SCHOOL INSURANCE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$71K1402025
Retirement plans
Welfare plans
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