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  2. CURRICULUM ASSOCIATES, LLC
Sponsor portfolioTH

CURRICULUM ASSOCIATES, LLC

EIN 26-3954988-e-learning-Latest filing 2025
Plans
2
Retirement
1
$330.8M assets
Welfare
1
$1.6M premiums
Participants
5,197
153 RANGEWAY RD - NORTH BILLERICA, MA 01862978-667-8000curriculumassociates.comLinkedIn1001-5000 employeese-learning
Plans on this EIN
2 filings
#001401k-$330.8M - 3,035 part#508Mixed-$1.6M - 3,594 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 3,594 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.3M
  • Life$1.3M
  • Short-term disability$1.3M
  • Long-term disability$1.3M
  • Vision$227K
  • Health$73K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • SYMETRA LIFE INSURANCE COMPANY81%
  • EYEMED VISION CARE14%
  • UNIVERSITY HEALTH ALLIANCE5%
  • ZURICH AMERICAN INSURANCE COMPANY0%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $1.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
29%top
  • JAMES R NELLIGAN & ASSOCIATES LLC29%
  • INDIGO INSURANCE SERVICES28%
  • HUB INTERNATIONAL MIDWEST LIMITED25%
  • IMA, INC.17%
  • REUBEN WARNER ASSOCIATES, INC.1%
  • +1 more
Total $229K6 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

CURRICULUM ASSOCIATES 401(K) PLAN

401k

Assets$330.8M
Participants3,035
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

CURRICULUM ASSOCIATES LLC HEALTH & WELFARE BENEFITS PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$1.6M
Covered lives3,594
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CURRICULUM ASSOCIATES 401(K) PLAN401k$330.8M3,0352025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508CURRICULUM ASSOCIATES LLC HEALTH & WELFARE BENEFITS PLANMixedSYMETRA LIFE INSURANCE COMPANY$1.6M3,5942025
Retirement plans
Welfare plans
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