Original filing (PDF)20260725085131NAL0019104944001

Wilbraham and Monson Academy

Name: Wilbraham and Monson Academy — Wilbraham and Monson, Form 5500 (2025)
Creator: Wilbraham and Monson Academy
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Wilbraham and Monson Academy Defined Contribution Retirement Plan

403(b) retirement plan · Wilbraham and Monson Academy's Wilbraham and Monson Academy Defined Contribution Retirement Plan held $34.5M in plan assets for 128 participants in 2025, with TIAA as recordkeeper.

Active participants

128

Accounts w/ balance

329

Plan assets (EOY)

$34.5M

Net assets (EOY)

$34.5M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILBRAHAM AND MONSON ACADEMY.

Plan sponsor

Name

WILBRAHAM AND MONSON ACADEMY

EIN

04-2105838all filings

Address

423 MAIN STREET · WILBRAHAM, MA · 01095

Phone

(413) 596-6811

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-25

Pension benefit codes

2L · 403(b)(1) annuity

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

CARON & BLETZER, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	RECORDKEEPER	$34K	—
RIVERSOURCE LIFE INSURANCE COMPANY	41-0823832	—	RECORDKEEPER	$447	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARNERS, LLC-H/O

Investments

1 pooled fund· $311K(1% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.