PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. MONTCLAIR KIMBERLEY ACADEMY FOUNDATION

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 23-7365263

MONTCLAIR KIMBERLEY ACADEMY FOUNDATION

201 VALLEY RD · MONTCLAIR, NJ 070422335
9737469800
Plans filed
2
Years active
2016–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$5.1M
No prior year
Persons covered
421
No prior year
Total participants
422
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #504$5.1M
MONTCLAIR KIMBERLEY ACADEMY FOUNDATION MEDICAL & FLEXIBLE BENEFIT ACCOUNT PLAN
Fully insured189 covered·1 carrier
Primary: HORIZON HEALTH SERVICES INC
Plan #503$72K
MONTCLAIR KIMBERLEY ACADEMY FOUNDATION GROUP LIFE, LONG TERM DISABILITY AND DENTAL PLAN
Fully insured232 covered·1 carrier
Primary: USABLE LIFE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$5.1M95.9%
Dental$72K1.4%
Life$72K1.4%
Long-term disability$72K1.4%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HORIZON HEALTHCARE SERVICES, INC.
EIN 220999690
H
$5.1M98.6%11189
USABLE LIFE
EIN 710505232
DLLTD
$72K1.4%11232

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BROWN & BROWN INSURANCE SERVICESLAMBERTVILLE, NJHORIZON HEALTH SERVICES INC, USABLE LIFE$181K$0$181K96.7%2
HORIZON INSURANCE COMPANYNEWARK, NJUSABLE LIFE$0$6K$6K3.3%1

History & trajectory

7 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica