Assets by plan
Share of aggregate retirement assets
- DEFERRED ANNUITY PLAN (#003)$168.9M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.
2 plans aggregated / $169.4M assets / 1,543 participants
Share of aggregate retirement assets
Active + retired + deferred vested
5 plans / $3.4M premiums / 3,380 covered lives
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
403(b)
Cash balance
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Fully insured - FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY
Fully insured - FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY
Fully insured - VISION SERVICE PLAN
Fully insured - NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | NATIONAL AUDUBON SOCIETY TAX DEFERRED ANNUITY PLAN | 403(b) | $168.9M | 1,543 | 2025 |
| #002 | NATIONAL AUDUBON SOCIETY CASH BALANCE PENSION PLAN | Cash balance | $517K | 0 | 2025 |
5 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | NATIONAL AUDUBON SOCIETY, INC. EMPLOYEES GROUP HEALTH INSURANCE PLAN | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $3.0M | 590 | 2025 |
| #502 | NATIONAL AUDUBON SOCIETY, INC. EMPLOYEES GROUP LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT PLAN | Fully insured | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | $206K | 714 | 2025 |
| #503 | NATIONAL AUDUBON SOCIETY, INC. EMPLOYEES LONG-TERM DISABILITY PLAN | Fully insured | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | $113K | 714 | 2025 |
| #508 | NATIONAL AUDUBON SOCIETY, INC. EMPLOYEES GROUP VISION PLAN | Fully insured | VISION SERVICE PLAN | $80K | 552 | 2025 |
| #504 | NATIONAL AUDUBON SOCIETY, INC. EMPLOYEES BUSINESS TRAVEL ACCIDENT PLAN | Fully insured | NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA | $0 | 810 | 2025 |