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  2. Carolina Friends School
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Filings through Oct 24, 2026.

Carolina Friends School

EIN 56-0812560-education management-Latest filing 2025
Plans
2
Retirement
1
$26.8M assets
Health & Benefits
1
$1.3M premiums
Participants
357
4809 FRIENDS SCHOOL ROAD - DURHAM, NC 27705919-383-6602LinkedIn1-10 employeeseducation management
Plans on this EIN
2 filings
#001403(b)-$26.8M - 258 part#501Mixed-$1.3M - 122 lives

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

Benefits portfolio analytics

1 plan / $1.3M premiums / 122 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$1.3M
  • Prescription drug$1.3M
  • Other$38K
  • Life$35K
  • Long-term disability$35K
  • +1 more
Total $1.3M7 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

CAROLINA FRIENDS SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN

403(b)

Assets$26.8M
Participants258
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

CAROLINA FRIENDS SCHOOL, INC. HEALTH AND WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives122
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CAROLINA FRIENDS SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN403(b)$26.8M2582025
  • CAROLINA FRIENDS SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN$26.8M
    #001 · 403(b) · 2025258

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CAROLINA FRIENDS SCHOOL, INC. HEALTH AND WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.3M1222025
  • CAROLINA FRIENDS SCHOOL, INC. HEALTH AND WELFARE PLAN$1.3M
    #501 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025122
Retirement plans
Health & Benefits plans

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