Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
DANA-FARBER CANCER INSTITUTE, INC.
EIN 04-2263040hospital & health careLatest filing 2024
Plans
5
Retirement
3
$1.83B assets
Welfare
2
$105.5M premiums
Participants
32,320
450 BROOKLINE AVE - BOSTON, MA 022155418617-632-5488dana-farber.orgLinkedIn1001-5000 employeeshospital & health care
Retirement portfolio analytics
3 plans aggregated / $1.83B assets / 24,088 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
98%top
- TIAA98%
- (Not disclosed)2%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $105.5M premiums / 10,498 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$98.3M
- Prescription drug$98.3M
- Short-term disability$3.5M
- Long-term disability$3.5M
- Other$3.0M
- Life$2.4M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
93%top
- HARVARD PILGRIM HEALTH CARE93%
- METROPOLITAN LIFE INSURANCE COMPANY4%
- RELIASTAR LIFE INSURANCE COMPANY2%
- EYEMED VISION CARE1%
- KGA0%
- +1 more
Broker market share
Schedule A broker compensation
79%top
- BROWN AND BROWN OF FLORIDA, INC.79%
- ENROLLEASE21%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN
ProfitSharing
Assets$930.2M
Participants10,251
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN
403b
Assets$869.5M
Participants13,499
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC
TraditionalDB
Assets$34.5M
Participants338
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
DANA-FARBER CANCER INSTITUTE HEALTH AND WELFARE BENEFITS PLAN
Mixed - HPHC INSURANCE COMPANY
Premiums$105.5M
Covered lives10,498
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
DANA-FARBER CANCER INSTITUTE RETIREE MEDICAL SAVINGS ACCOUNT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN | ProfitSharing | $930.2M | 10,251 | 2024 | |
| 004 | DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN | 403b | $869.5M | 13,499 | 2024 | |
| 001 | RETIREMENT PLAN FOR EMPLOYEES OF DANA-FARBER CANCER INSTITUTE, INC | TraditionalDB | $34.5M | 338 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DANA-FARBER CANCER INSTITUTE HEALTH AND WELFARE BENEFITS PLAN | Mixed | HPHC INSURANCE COMPANY | $105.5M | 10,498 | 2024 | |
| 506 | DANA-FARBER CANCER INSTITUTE RETIREE MEDICAL SAVINGS ACCOUNT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans