Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.1M
- Dental$72K
- Life$72K
- Long-term disability$72K
Filings through .
Montclair Kimberley Academy Foundation
EIN 23-7365263education managementLatest filing 2025
Plans
3
Retirement
1
$122.6M assets
Health & Benefits
2
$5.1M premiums
Participants
1,058
201 VALLEY ROAD - MONTCLAIR, NJ 07042973-509-7945mka.orgLinkedIn201-500 employeeseducation management
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $5.1M premiums / 421 covered lives
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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#001
MONTCLAIR KIMBERLEY ACADEMY FOUNDATION DEFINED CONTRIBUTION AND SUPPLEMENTAL RET. ANNUITY PLAN
403(b)
Assets$122.6M
Participants636
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
MONTCLAIR KIMBERLEY ACADEMY FOUNDATION MEDICAL & FLEXIBLE BENEFIT ACCOUNT PLAN
Fully insured - HORIZON HEALTH SERVICES INC
Premiums$5.1M
Covered lives189
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
MONTCLAIR KIMBERLEY ACADEMY FOUNDATION GROUP LIFE, LONG TERM DISABILITY AND DENTAL PLAN
Fully insured - USABLE LIFE
Premiums$72K
Covered lives232
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MONTCLAIR KIMBERLEY ACADEMY FOUNDATION DEFINED CONTRIBUTION AND SUPPLEMENTAL RET. ANNUITY PLAN | 403(b) | $122.6M | 636 | 2025 |
- MONTCLAIR KIMBERLEY ACADEMY FOUNDATION DEFINED CONTRIBUTION AND SUPPLEMENTAL RET. ANNUITY PLAN$122.6M#001 · 403(b) · 2025636
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | MONTCLAIR KIMBERLEY ACADEMY FOUNDATION MEDICAL & FLEXIBLE BENEFIT ACCOUNT PLAN | Fully insured | HORIZON HEALTH SERVICES INC | $5.1M | 189 | 2025 |
| #503 | MONTCLAIR KIMBERLEY ACADEMY FOUNDATION GROUP LIFE, LONG TERM DISABILITY AND DENTAL PLAN | Fully insured | USABLE LIFE | $72K | 232 | 2025 |
- #504 · Fully insured · HORIZON HEALTH SERVICES INC · 2025189
- #503 · Fully insured · USABLE LIFE · 2025232
Retirement plans
Health & Benefits plans