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Sponsor portfolio

AMERICAN MATHEMATICAL SOCIETY

EIN 05-0264797-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$136.4M assets
Welfare
1
$3.1M premiums
Participants
1,281
201 CHARLES STREET - PROVIDENCE, RI 02904401-455-4095ams.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
3 filings
#002403b-$73.8M - 560 part#003MoneyPurchase-$62.6M - 500 part#509Mixed-$3.1M - 293 lives

Retirement portfolio analytics

2 plans aggregated / $136.4M assets / 1,060 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • TAX-DEFERRED ANNUITY PLAN (#002)54%
  • SOCIETY RETIREMENT PLAN (#003)46%
Total $136.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TAX-DEFERRED ANNUITY PLAN (#002)560
  • SOCIETY RETIREMENT PLAN (#003)500
Total 1,060Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • HARTFORD LIFE AND ACCIDENT5%
  • VISION SERVICE PLAN1%
  • LIFESECURE INSURANCE COMPANY0%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $3.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • USI INSURANCE SERVICES LLC98%
  • AGIS NETWORK INSURANCE SERVICE1%
  • ADVANCED LTC INSURANCE SERVICES0%
  • KARI HAWKINSON0%
  • UNITED SERVICES OF AMERICA INS0%
Total $76K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

AMERICAN MATHEMATICAL SOCIETY TAX-DEFERRED ANNUITY PLAN

403b

Assets$73.8M
Participants560
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

AMERICAN MATHEMATICAL SOCIETY RETIREMENT PLAN

MoneyPurchase

Assets$62.6M
Participants500
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

AMERICAN MATHEMATICAL SOCIETY FLEXIBLE BENEFIT

Mixed - BLUE CROSS BLUE SHIELD OF RHODE ISLAND

Premiums$3.1M
Covered lives293
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AMERICAN MATHEMATICAL SOCIETY TAX-DEFERRED ANNUITY PLAN403b$73.8M5602024
003AMERICAN MATHEMATICAL SOCIETY RETIREMENT PLANMoneyPurchase$62.6M5002024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
509AMERICAN MATHEMATICAL SOCIETY FLEXIBLE BENEFITMixedBLUE CROSS BLUE SHIELD OF RHODE ISLAND$3.1M2932025
Retirement plans
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