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Sponsor portfolioTH

AMERICAN LUNG ASSOCIATION

EIN 13-1632524-non-profit organization management-Latest filing 2025
Plans
4
Retirement
2
$82.5M assets
Welfare
2
$6.2M premiums
Participants
2,427
55 W. WACKER DRIVE, SUITE 1150 - CHICAGO, IL 60601212-315-8762lung.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
4 filings
#004401k-$49.8M - 614 part#001TraditionalDB-$32.7M - 306 part#508Fully Insured-$6.2M - 451 lives#509Fully Insured-$4K - 0 lives

Retirement portfolio analytics

2 plans aggregated / $82.5M assets / 920 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • LUNG ASSOCIATION 401(K) (#004)60%
  • RETIREMENT PLAN D (#001)40%
Total $82.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LUNG ASSOCIATION 401(K) (#004)614
  • RETIREMENT PLAN D (#001)306
Total 920Click row to drill in

Benefits portfolio analytics

2 plans / $6.2M premiums / 451 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.2M
  • Other$4K
Total $6.2M2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • BLUE CROSS OF CALIFORNIA99%
  • HAWAII MEDICAL SERVICE ASSOCIATION1%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $6.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • BUCK GLOBAL LLC76%
  • PROFESSIONAL PENSIONS INC24%
  • GALLAGHER BENEFIT SERVICES, INC.0%
Total $242K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

AMERICAN LUNG ASSOCIATION 401(K) PLAN

401k

Assets$49.8M
Participants614
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

AMERICAN LUNG ASSOCIATION RETIREMENT PLAN D

TraditionalDB

Assets$32.7M
Participants306
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

AMERICAN LUNG ASSOCIATION FLEXIBLE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$6.2M
Covered lives451
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

AMERICAN LUNG ASSOCIATION GROUP TRAVEL ACCIDENT PLAN

Fully Insured - FEDERAL INSURANCE COMPANY

Premiums$4K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004AMERICAN LUNG ASSOCIATION 401(K) PLAN401k$49.8M6142025
001AMERICAN LUNG ASSOCIATION RETIREMENT PLAN DTraditionalDB$32.7M3062025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
508AMERICAN LUNG ASSOCIATION FLEXIBLE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$6.2M4512025
509AMERICAN LUNG ASSOCIATION GROUP TRAVEL ACCIDENT PLANFully InsuredFEDERAL INSURANCE COMPANY$4K02025
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