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Sponsor portfolioTH

THE ACTORS FUND OF AMERICA

EIN 13-1635251-Latest filing 2025
Plans
3
Retirement
2
$51.4M assets
Welfare
1
$4.7M premiums
Participants
837
729 SEVENTH AVENUE, 10TH FLOOR - NEW YORK, NY 10019212-221-7300
Plans on this EIN
3 filings
#003401k-$36.6M - 408 part#001TraditionalDB-$14.8M - 224 part#503Fully Insured-$4.7M - 331 lives

Retirement portfolio analytics

2 plans aggregated / $51.4M assets / 632 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • OF AMERICA 401(K) (#003)71%
  • OF AMERICA PENSION (#001)29%
Total $51.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OF AMERICA 401(K) (#003)408
  • OF AMERICA PENSION (#001)224
Total 632Click row to drill in

Benefits portfolio analytics

1 plan / $4.7M premiums / 331 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.4M
  • Dental$187K
  • Life$90K
  • Other$90K
  • Long-term disability$64K
  • Vision$15K
Total $4.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • UNITEDHEALTHCARE INSURANCE COMPANY98%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • AMERITAS LIFE INSURANCE CORP.0%
Total $4.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • YORK INTERNATIONAL AGENCY LLC67%
  • PROFESSIONAL PENSIONS INC33%
  • HOME OFFICE TPA PAYS COMMISSION1%
  • NFP INSURANCE SERVICES INC0%
Total $172K4 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

ACTORS' FUND OF AMERICA 401(K) PLAN

401k

Assets$36.6M
Participants408
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE ACTORS' FUND OF AMERICA PENSION PLAN

TraditionalDB

Assets$14.8M
Participants224
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

THE ACTORS' FUND OF AMERICA WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.7M
Covered lives331
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003ACTORS' FUND OF AMERICA 401(K) PLAN401k$36.6M4082024
001THE ACTORS' FUND OF AMERICA PENSION PLANTraditionalDB$14.8M2242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503THE ACTORS' FUND OF AMERICA WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$4.7M3312025
Retirement plans
Welfare plans
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