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Sponsor portfolioTH

COUNCIL ON FOREIGN RELATIONS

EIN 13-1628168-think tanks-Latest filing 2025
Plans
2
Retirement
1
$164.6M assets
Welfare
1
$7.7M premiums
Participants
1,371
58 EAST 68TH STREET - NEW YORK, NY 10065718-887-6651cfr.orgLinkedIn201-500 employeesthink tanks
Plans on this EIN
2 filings
#001403b-$164.6M - 1,051 part#503Fully Insured-$7.7M - 614 lives

Benefits portfolio analytics

1 plan / $7.7M premiums / 614 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.9M
  • Vision$6.9M
  • Prescription drug$6.9M
  • Dental$404K
  • Life$338K
  • Short-term disability$338K
  • +2 more
Total $7.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITEDHEALTHCARE INSURANCE COMPANY90%
  • AETNA LIFE INSURANCE COMPANY5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Total $7.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $9K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

COUNCIL ON FOREIGN RELATIONS 403(B) RETIREMENT PLAN

403b

Assets$164.6M
Participants1,051
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

COUNCIL ON FOREIGN RELATIONS GROUP BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$7.7M
Covered lives614
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COUNCIL ON FOREIGN RELATIONS 403(B) RETIREMENT PLAN403b$164.6M1,0512025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503COUNCIL ON FOREIGN RELATIONS GROUP BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$7.7M6142025
Retirement plans
Welfare plans
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