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Sponsor portfolioWelfare / HealthEIN 11-1633485

FRIENDS ACADEMY

270 DUCK POND ROAD · LOCUST VALLEY, NY 11560
5166760393
Plans filed
2
Years active
2015–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$2.6M
No prior year
Persons covered
376
No prior year
Total participants
366
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$2.5M
FRIENDS ACADEMY SPENDING PLAN
Fully insured176 covered·4 carriers
Primary: ANTHEM BLUE CROSS AND BLUE SHIELD
Plan #508$134K
FRIENDS ACADEMY DISABILITY INSURANCE PLAN
Fully insured200 covered·1 carrier
Primary: SUN LIFE AND HEALTH INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.4M88.6%
Other$101K3.7%
Short-term disability$75K2.7%
Long-term disability$75K2.7%
Life$42K1.5%
Vision$12K0.4%
Dental$9K0.3%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
ANTHEM LIFE INSURANCE COMPANY
EIN 237391136
H
$2.4M92.5%11104
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 060893662
STDLTDOth
$134K5.1%12200
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 131898173
LOth
$42K1.6%12166
UNITED HEALTHCARE INSURANCE COMPANY
EIN 362739571
V
$12K0.4%11176
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
D
$9K0.4%11114

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
AUSTIN & CO INCALBANY, NYUNITED HEALTHCARE INSURANCE COMPANY, ANTHEM BLUE CROSS AND BLUE SHIELD, FIRST UNUM LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$41K$731$41K76.7%1
ISM INSURANCE INCWILMINGTON, DESUN LIFE AND HEALTH INSURANCE COMPANY$12K$0$12K22.3%1
GCG FINANCIAL LLCPITTSBURGH, PAANTHEM BLUE CROSS AND BLUE SHIELD, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$0$538$5381.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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