Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.4M
- Dental$2.4M
- Vision$2.4M
- Prescription drug$2.4M
Sponsor portfolio
ACADEMY SECURITIES, INC
EIN 36-6822658financial servicesLatest filing 2025
Plans
2
Retirement
1
$7.7M assets
Welfare
1
$2.4M premiums
Participants
396
622 THIRD AVENUE, 12TH FLOOR - NEW YORK, NY 10017919-537-0093academysecurities.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 280 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- BLUE CROSS OF CALIFORNIA100%
Broker market share
Schedule A broker compensation
100%top
- DEBORAH WOMBLE100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ACADEMY SECURITIES, INC 401(K)
401k
Assets$7.7M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ACADEMY SECURITIES, INC. WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF NORTH CAROLINA
Premiums$2.4M
Covered lives280
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ACADEMY SECURITIES, INC 401(K) | 401k | $7.7M | 116 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ACADEMY SECURITIES, INC. WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF NORTH CAROLINA | $2.4M | 280 | 2025 |
Retirement plans
Welfare plans