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Sponsor portfolio

MONTCLAIR KIMBERLEY ACADEMY FOUNDATION

EIN 23-7365263-education management-Latest filing 2025
Plans
3
Retirement
1
$122.6M assets
Welfare
2
$5.1M premiums
Participants
1,058
201 VALLEY ROAD - MONTCLAIR, NJ 07042973-509-7945mka.orgLinkedIn201-500 employeeseducation management
Plans on this EIN
3 filings
#001403b-$122.6M - 636 part#504Fully Insured-$5.1M - 189 lives#503Fully Insured-$72K - 232 lives

Benefits portfolio analytics

2 plans / $5.1M premiums / 421 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.1M
  • Dental$72K
  • Life$72K
  • Long-term disability$72K
Total $5.1M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • HORIZON HEALTHCARE SERVICES, INC.99%
  • USABLE LIFE1%
Total $5.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • BROWN & BROWN INSURANCE SERVICES97%
  • HORIZON INSURANCE COMPANY3%
Total $187K2 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

MONTCLAIR KIMBERLEY ACADEMY FOUNDATION DEFINED CONTRIBUTION AND SUPPLEMENTAL RET. ANNUITY PLAN

403b

Assets$122.6M
Participants636
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

MONTCLAIR KIMBERLEY ACADEMY FOUNDATION MEDICAL & FLEXIBLE BENEFIT ACCOUNT PLAN

Fully Insured - HORIZON HEALTH SERVICES INC

Premiums$5.1M
Covered lives189
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

MONTCLAIR KIMBERLEY ACADEMY FOUNDATION GROUP LIFE, LONG TERM DISABILITY AND DENTAL PLAN

Fully Insured - USABLE LIFE

Premiums$72K
Covered lives232
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MONTCLAIR KIMBERLEY ACADEMY FOUNDATION DEFINED CONTRIBUTION AND SUPPLEMENTAL RET. ANNUITY PLAN403b$122.6M6362025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
504MONTCLAIR KIMBERLEY ACADEMY FOUNDATION MEDICAL & FLEXIBLE BENEFIT ACCOUNT PLANFully InsuredHORIZON HEALTH SERVICES INC$5.1M1892025
503MONTCLAIR KIMBERLEY ACADEMY FOUNDATION GROUP LIFE, LONG TERM DISABILITY AND DENTAL PLANFully InsuredUSABLE LIFE$72K2322025
Retirement plans
Welfare plans
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