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  2. Grafton School Incorporated
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Grafton School Incorporated

EIN 54-0682401-Educational Services-Latest filing 2025
Plans
3
Retirement
2
$26.9M assets
Health & Benefits
1
$875K premiums
Participants
1,620
3150 SHAWNEE DRIVE - WINCHESTER, VA 22601540-276-0303geekcoaches.comLinkedIn51-200 employees
Plans on this EIN
3 filings
#001401(k)-$24.1M - 876 part#002403(b)-$2.8M - 16 part#501Mixed-$875K - 907 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $26.9M assets / 892 participants

Assets by plan

Share of aggregate retirement assets

  • INC. 401K PLAN (#001)$24.1M
  • SCHOOL, INCORPORATED 403(B) (#002)$2.8M
Total $26.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • INC. 401K PLAN (#001)876
  • SCHOOL, INCORPORATED 403(B) (#002)16
Total 892Select a row to open it

Benefits portfolio analytics

1 plan / $875K premiums / 907 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$441K
  • Short-term disability$441K
  • Long-term disability$441K
  • Other$441K
  • Dental$375K
  • Vision$59K
Total $875K6 rows
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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

GRAFTON SCHOOL, INC. 401K PLAN

401(k)

Assets$24.1M
Participants876
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

GRAFTON SCHOOL, INCORPORATED 403(B) PLAN

403(b)

Assets$2.8M
Participants16
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

GRAFTON SCHOOL, INC. EMPLOYEE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$875K
Covered lives907
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001GRAFTON SCHOOL, INC. 401K PLAN401(k)$24.1M8762025
#002GRAFTON SCHOOL, INCORPORATED 403(B) PLAN403(b)$2.8M162025
  • GRAFTON SCHOOL, INC. 401K PLAN$24.1M
    #001 · 401(k) · 2025876
  • GRAFTON SCHOOL, INCORPORATED 403(B) PLAN$2.8M
    #002 · 403(b) · 202516

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501GRAFTON SCHOOL, INC. EMPLOYEE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$875K9072025
  • GRAFTON SCHOOL, INC. EMPLOYEE BENEFITS PLAN$875K
    #501 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025907
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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