AMI/USA Benefits Cooperative

General Information

AMI/USA administers the AMI/USA Benefits Cooperative for Montessori Schools and Montessori Training Centers in the United States. The program currently includes the following states: District of Columbia (DC), Maryland (MD) and Virginia (VA). Among the benefits of joining the cooperative, participating schools and training centers may qualify for group coverage in health and/or retirement programs, with access to an array of high-coverage, comprehensive health, dental, vision and life insurance offerings and retirement plans at effective costs.

AMI/USA Member Schools and AMI Training Centers may be eligible to participate in the Benefits Cooperative, if they elect to do so. Please complete the form below or email AMI/USA to express interest. AMI/USA will then contact you to provide more information and to discuss your options. There is no yearly fee required.
Montessori schools and Montessori training centers that are not AMI/USA Member Schools can join the Benefits Cooperative after submitting a qualifying application (below). There is a $149.00 annual, non-refundable fee. When a Montessori school or Montessori training center is a participant in the cooperative, the organization may be eligible to participate in the group health insurance and retirement plans. AMI/USA will then contact you to provide more information and to discuss your options.

*please note: nonprofit Montessori schools and training centers may qualify for the health programs, nonprofit and for-profit organizations may qualify for the retirement programs.

Through our membership in the Center for Nonprofit Advancement, we are able to share the benefit of group buying with our membership.

Health Plans

For more than 40 years, VitalHealth has provided benefits to nonprofit organizations. When you select VitalHealth, you will join nearly 4,000 satisfied nonprofit employees and family members, all while gaining access to affordable and comprehensive medical coverage. VitalHealth is a group buying insurance product offered through the Center for Nonprofit Advancement’s Benefits Trust.

Highlights of the health program include:

A choice of several medical, vision, dental and life insurance plans from popular, national insurance carriers
Access to guarantee issue life insurance plans, meaning your employees will not have to submit to a medical exam or questionnaire to receive coverage
Nonstop Wellness Program – eliminating up front cost of deductibles, co-pays, and RX for employees
Employee Assistance Program
Inclusion of COBRA continuation coverage for active employees who leave your organization
Access to an employee discount and rewards marketplace
Multiple Employer Plans allow for decrease in costs as the number of groups increase.

VitalHealth’s group health insurance coverage provides organizations with benefits and support that are flexible, smart and simple.

Retirement Plans

Montessori schools and Montessori training centers that are both nonprofit and for-profit organizations can take advantage of retirement plans coordinated by The Capital Group through the Center for Nonprofit Advancement. While The Capital Group has grown significantly over the last 20 years, the continuous goal is to provide value to clients through superior service, communication, and education while still providing the personal attention that clients expect and deserve. Through a strategic partnership with The Capital Group, companies have been able to grow in employee size and revenue by relying on The Capital Group’s expertise in insurance, employee benefits and financial planning.

Retirement Services Provided to Center Members:

401(k) & 403(b) Plan Advisory
457(b) and 457(f) Executive Deferred Compensation Plans
Endowment Investment Management
3(38) Investment Fiduciary Services
Retirement Plan Benchmarking
Employee Education
Financial Wellness

Additional Services:

Executive Benefits Planning
Ancillary Benefit Plans
Individual Portfolio Management
Financial Planning
Individual Investment & Insurance Services

Retirement plans from The Capital Group are customized based on your employees’ specific needs.

Billing and Payment Information

2021-22 AMI/USA Benefits Cooperative Fees

$149.00 non-refundable annual fee (please note: AMI/USA Member Schools are automatically eligible without paying this fee)

All fees are prepaid.

Please click here for more information on being an AMI/USA Member School!

The 2021-2022 AMI/USA Benefits Cooperative fees are due with the application. Fees cover administrative costs of the program. Applications to join the AMI/USA Benefits Cooperative are processed after the payment is received. Invoices will not be sent in advance. After payment is confirmed, a detail receipt will be sent.

Optional:

+ $99 per individual AMI/USA membership*

* All are welcome to join AMI/USA as members.

Code of Ethics

AMI and AMI/USA are organizations whose regulation of conduct is limited to pedagogical matters. All those connected with AMI and AMI/USA are expected to conduct themselves lawfully and to both exemplify and support the propagation and furtherance of the ideas and principles of Dr. Maria Montessori for the full development of the human being.

Limitations of AMI/USA Benefits Cooperative

The sole AMI/USA Benefits Cooperative benefit is participation in the cooperative. Participation does not represent an assessment of other aspects of the school’s operations such as Montessori pedagogy, state licensing requirements and financial and/or administrative matters.

Questions?

If there are any questions surrounding the Benefits Cooperative application, fees or payment, please contact AMI/USA for further clarification.

We appreciate your interest in the AMI/USA Benefits Cooperative program!

Application for AMI/USA Benefits Cooperative**

AMI/USA administers the Benefits Cooperative Program for Montessori Schools and Training Centers in the United States. Among the benefits of joining the cooperative, participating schools may qualify for access to an array of high-coverage, comprehensive health, dental, vision, life insurance, and retirement offerings at effective costs. Please contact AMI/USA if you have any questions about submitting this application.

General Information

Benefits Point of Contact(Required)

First Last

Contact Email(Required)

Contact Title(Required)

Name of Montessori School or Montessori Training Center(Required)

Address(Required)

Street Address Address Line 2 City State ZIP Code

Phone(Required)

Website(Required)

School Status(Required)

AMI/USA Member School

Non-Member School

Annual Fee, non-refundable

Price:

General Comments

List any special needs or comments regarding your school that will assist in the application process:

Signature and Payment

Please consider a donation to AMI/USA's Annual Fund:

We are grateful for your thoughtfulness and kindness.

Total

Payment Options

Submit credit card information for payment

Submit a public school district purchase order

Check mailed to AMI/USA 1421 Prince st., Ste. 350 Alexandria, VA 22314

I understand that my application will be reviewed after payment is received.

Purchase Order

Drop files here or

Max. file size: 50 MB.

Attach now or send to jewellee@amiusa.org later

Credit Card

American Express

Discover

MasterCard

Visa

Card Number

Expiration Date

Security Code Cardholder Name

Signature

I hereby certify that the statements set forth in this application are true. My signature confirms that I agree to the processes, policies, and costs of the AMI/USA Benefits Cooperative. Participation will be granted only after the required fees are paid in full. In addition to submitting this form, make sure to complete payment of the required fees.

Signature - Administrator’s Initials(Required)

Signature - Administrator’s Name(Required)

Signature - Administrator’s Title(Required)

*This serves as your electronic signature