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Sponsor portfolioTH

NATIONAL AUDUBON SOCIETY, INC.

EIN 13-1624102-non-profit organization management-Latest filing 2025
Plans
7
Retirement
2
$148.5M assets
Welfare
5
$3.4M premiums
Participants
4,943
225 VARICK STREET, 7TH FLOOR - NEW YORK, NY 10014212-979-3075audubon.orgLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
7 filings
#003403b-$139.5M - 1,453 part#002CashBalance-$9.0M - 110 part#501Fully Insured-$3.0M - 590 lives#502Fully Insured-$206K - 714 lives#503Fully Insured-$113K - 714 lives#508Fully Insured-$80K - 552 lives#504Fully Insured-810 lives

Retirement portfolio analytics

2 plans aggregated / $148.5M assets / 1,563 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • DEFERRED ANNUITY PLAN (#003)94%
  • CASH BALANCE PENSION (#002)6%
Total $148.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFERRED ANNUITY PLAN (#003)1,453
  • CASH BALANCE PENSION (#002)110
Total 1,563Click row to drill in

Benefits portfolio analytics

5 plans / $3.4M premiums / 3,380 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
0%top
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $01 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

NATIONAL AUDUBON SOCIETY TAX DEFERRED ANNUITY PLAN

403b

Assets$139.5M
Participants1,453
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NATIONAL AUDUBON SOCIETY CASH BALANCE PENSION PLAN

CashBalance

Assets$9.0M
Participants110
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NATIONAL AUDUBON SOCIETY, INC. EMPLOYEES GROUP HEALTH INSURANCE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$3.0M
Covered lives590
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

NATIONAL AUDUBON SOCIETY, INC. EMPLOYEES GROUP LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT PLAN

Fully Insured - FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$206K
Covered lives714
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

NATIONAL AUDUBON SOCIETY, INC. EMPLOYEES LONG-TERM DISABILITY PLAN

Fully Insured - FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$113K
Covered lives714
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

NATIONAL AUDUBON SOCIETY, INC. EMPLOYEES GROUP VISION PLAN

Fully Insured - VISION SERVICE PLAN

Premiums$80K
Covered lives552
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

NATIONAL AUDUBON SOCIETY, INC. EMPLOYEES BUSINESS TRAVEL ACCIDENT PLAN

Fully Insured - NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA

Premiums$0
Covered lives810
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003NATIONAL AUDUBON SOCIETY TAX DEFERRED ANNUITY PLAN403b$139.5M1,4532024
002NATIONAL AUDUBON SOCIETY CASH BALANCE PENSION PLANCashBalance$9.0M1102024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NATIONAL AUDUBON SOCIETY, INC. EMPLOYEES GROUP HEALTH INSURANCE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$3.0M5902025
502NATIONAL AUDUBON SOCIETY, INC. EMPLOYEES GROUP LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT PLANFully InsuredFIRST RELIANCE STANDARD LIFE INSURANCE COMPANY$206K7142025
503NATIONAL AUDUBON SOCIETY, INC. EMPLOYEES LONG-TERM DISABILITY PLANFully InsuredFIRST RELIANCE STANDARD LIFE INSURANCE COMPANY$113K7142025
508NATIONAL AUDUBON SOCIETY, INC. EMPLOYEES GROUP VISION PLANFully InsuredVISION SERVICE PLAN$80K5522025
504NATIONAL AUDUBON SOCIETY, INC. EMPLOYEES BUSINESS TRAVEL ACCIDENT PLANFully InsuredNATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA$08102025
Retirement plans
Welfare plans
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