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  2. American Mathematical Society
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Filings through Oct 24, 2026.

American Mathematical Society

EIN 05-0264797-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$147.5M assets
Health & Benefits
1
$3.1M premiums
Participants
1,281
201 CHARLES STREET - PROVIDENCE, RI 029042294401-455-4120ams.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
3 filings
#002403(b)-$79.6M - 553 part#003Money purchase-$67.9M - 507 part#509Mixed-$3.1M - 293 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $147.5M assets / 1,060 participants

Assets by plan

Share of aggregate retirement assets

  • TAX-DEFERRED ANNUITY PLAN (#002)$79.6M
  • SOCIETY RETIREMENT PLAN (#003)$67.9M
Total $147.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • TAX-DEFERRED ANNUITY PLAN (#002)553
  • SOCIETY RETIREMENT PLAN (#003)507
Total 1,060Select a row to open it

Benefits portfolio analytics

1 plan / $3.1M premiums / 293 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Prescription drug$2.9M
  • Other$168K
  • Life$156K
  • Long-term disability$156K
  • Vision$30K
Total $3.1M6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

AMERICAN MATHEMATICAL SOCIETY TAX-DEFERRED ANNUITY PLAN

403(b)

Assets$79.6M
Participants553
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

AMERICAN MATHEMATICAL SOCIETY RETIREMENT PLAN

Money purchase

Assets$67.9M
Participants507
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#509

AMERICAN MATHEMATICAL SOCIETY FLEXIBLE BENEFIT

Mixed - BLUE CROSS BLUE SHIELD OF RHODE ISLAND

Premiums$3.1M
Covered lives293
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002AMERICAN MATHEMATICAL SOCIETY TAX-DEFERRED ANNUITY PLAN403(b)$79.6M5532025
#003AMERICAN MATHEMATICAL SOCIETY RETIREMENT PLANMoney purchase$67.9M5072025
  • AMERICAN MATHEMATICAL SOCIETY TAX-DEFERRED ANNUITY PLAN$79.6M
    #002 · 403(b) · 2025553
  • AMERICAN MATHEMATICAL SOCIETY RETIREMENT PLAN$67.9M
    #003 · Money purchase · 2025507

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#509AMERICAN MATHEMATICAL SOCIETY FLEXIBLE BENEFITMixedBLUE CROSS BLUE SHIELD OF RHODE ISLAND$3.1M2932025
  • AMERICAN MATHEMATICAL SOCIETY FLEXIBLE BENEFIT$3.1M
    #509 · Mixed · BLUE CROSS BLUE SHIELD OF RHODE ISLAND · 2025293
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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