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Sponsor portfolioTH

THE CONFERENCE BOARD, INC.

EIN 13-1624108-think tanks-Latest filing 2025
Plans
3
Retirement
2
$93.3M assets
Welfare
1
$3.5M premiums
Participants
1,505
875 THIRD AVENUE, 9TH FLOOR - NEW YORK, NY 100226600212-759-0900conference-board.orgLinkedIn201-500 employeesthink tanks
Plans on this EIN
3 filings
#003403b-$65.3M - 560 part#002403b-$28.0M - 632 part#501Fully Insured-$3.5M - 306 lives

Retirement portfolio analytics

2 plans aggregated / $93.3M assets / 1,192 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • (U.S. STAFF MEMBERS) (#003)70%
  • SUPPLEMENTAL RETIREMENT PLAN (#002)30%
Total $93.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SUPPLEMENTAL RETIREMENT PLAN (#002)632
  • (U.S. STAFF MEMBERS) (#003)560
Total 1,192Click row to drill in

Benefits portfolio analytics

1 plan / $3.5M premiums / 306 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Dental$3.1M
  • Other$155K
  • Life$153K
  • Short-term disability$92K
  • Long-term disability$68K
  • +1 more
Total $3.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY87%
  • COMPANION LIFE INSURANCE COMPANY4%
  • HARTFORD LIFE AND ACCIDENT3%
  • SHELTERPOINT LIFE INSURANCE COMPANY3%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
  • +2 more
Total $3.5M7 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • NFP INSURANCE SERVICES INC100%
  • MMG AGENCY INC.0%
  • EDGEWOOD PARTNERS INSURANCE CENTER0%
Total $133K3 slices

Plan deep-dives

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

TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS)

403b

Assets$65.3M
Participants560
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT PLAN

403b

Assets$28.0M
Participants632
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GROUP LIFE INSURANCE AND COMPREHENSIVE MEDICAL PROGRAM OF THE CONFERENCE BOARD, INC.

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$3.5M
Covered lives306
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003TAX-DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS)403b$65.3M5602025
002THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT PLAN403b$28.0M6322025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GROUP LIFE INSURANCE AND COMPREHENSIVE MEDICAL PROGRAM OF THE CONFERENCE BOARD, INC.Fully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$3.5M3062025
Retirement plans
Welfare plans
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