Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE
EIN 13-1084135Latest filing 2025
Plans
6
Retirement
2
$13.2M assets
Welfare
4
$2.9M premiums
Participants
777
4805 MT. HOPE DRIVE - BALTIMORE, MD 21215410-358-8900
Retirement portfolio analytics
2 plans aggregated / $13.2M assets / 241 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
99%top
- JOHN HANCOCK LIFE INSURANCE COMPANY99%
- (Not disclosed)1%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $2.9M premiums / 611 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.7M
- Dental$2.7M
- Prescription drug$2.7M
- Other$185K
- Life$181K
- Short-term disability$181K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- UNITED OF OMAHA LIFE INSURANCE COMPANY6%
- VISION SERVICE PLAN1%
- JANUS ASSOCIATES, INC. DBA BHS0%
Broker market share
Schedule A broker compensation
100%top
- CORPORATE SYNERGIES GROUP LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE NAACP 401(K) PLAN
401k
Assets$13.1M
Participants241
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE PENSION PLAN
TraditionalDB
Assets$105K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
THE NAACP MEDICAL AND DENTAL PLAN
Fully Insured - CAREFIRST BLUECHOICE, INC.
Premiums$2.7M
Covered lives207
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
THE NAACP LIFE, AD&D AND DISABILITY PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$181K
Covered lives147
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
THE NAACP VISION PLAN
Fully Insured - VISION SERVICE PLAN
Premiums$18K
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
THE NAACP EMPLOYEE ASSISTANCE PLAN
Fully Insured - JANUS ASSOCIATES, INC. DBA BHS
Premiums$5K
Covered lives133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE NAACP 401(K) PLAN | 401k | $13.1M | 241 | 2024 | |
| 001 | NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE PENSION PLAN | TraditionalDB | $105K | 0 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | THE NAACP MEDICAL AND DENTAL PLAN | Fully Insured | CAREFIRST BLUECHOICE, INC. | $2.7M | 207 | 2025 | |
| 501 | THE NAACP LIFE, AD&D AND DISABILITY PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $181K | 147 | 2025 | |
| 503 | THE NAACP VISION PLAN | Fully Insured | VISION SERVICE PLAN | $18K | 124 | 2025 | |
| 504 | THE NAACP EMPLOYEE ASSISTANCE PLAN | Fully Insured | JANUS ASSOCIATES, INC. DBA BHS | $5K | 133 | 2025 |
Retirement plans
Welfare plans