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Form 5500 · Employee benefit plan · EAST FREETOWN, MA

THE WHITNEY ACADEMY, INC.

Public Form 5500 records show how THE WHITNEY ACADEMY, INC. (EAST FREETOWN, MA) structures its employee benefits. Its broker of record is MMA SECURITIES LLC. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-2939430 · plan 001 · as of Jul 2026

Participants
335
Carriers on file
1
Disclosed commissions
$15,503
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
LINCOLN NATIONAL LIFE INSURANCE COMPANY231June$15,503

Questions

Who is THE WHITNEY ACADEMY, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, THE WHITNEY ACADEMY, INC.'s broker of record is MMA SECURITIES LLC.

What insurance carrier does THE WHITNEY ACADEMY, INC. use?

THE WHITNEY ACADEMY, INC.'s benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY.

When does THE WHITNEY ACADEMY, INC.'s group plan renew?

The most recent Schedule A policy period for THE WHITNEY ACADEMY, INC. ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from THE WHITNEY ACADEMY, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.