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Sponsor portfolioTH

MARCH OF DIMES

EIN 13-1846366-non-profit organization management-Latest filing 2025
Plans
4
Retirement
3
$178.9M assets
Welfare
1
$5.5M premiums
Participants
2,970
1550 CRYSTAL DRIVE, SUITE 1300 - ARLINGTON, VA 22202888-663-4637marchofdimes.orgLinkedIn1001-5000 employeesnon-profit organization management
Plans on this EIN
4 filings
#001TraditionalDB-$94.0M - 850 part#003403b-$76.1M - 1,443 part#004MoneyPurchase-$8.8M - 387 part#511Fully Insured-$5.5M - 2,909 lives

Retirement portfolio analytics

3 plans aggregated / $178.9M assets / 2,680 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • OF DIMES FOUNDATION (#001)53%
  • DIMES, INC. 403(B) (#003)43%
  • INC. 401(A) PLAN (#004)5%
Total $178.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DIMES, INC. 403(B) (#003)1,443
  • OF DIMES FOUNDATION (#001)850
  • INC. 401(A) PLAN (#004)387
Total 2,680Click row to drill in

Benefits portfolio analytics

1 plan / $5.5M premiums / 2,909 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.0M
  • Prescription drug$5.0M
  • Dental$301K
  • Life$178K
  • Other$92K
  • Vision$71K
  • +1 more
Total $5.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY91%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY3%
  • VISION SERVICE PLAN1%
  • HAWAII MEDICAL SERVICE ASSOCIATION1%
  • +1 more
Total $5.5M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $127K1 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

RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATION

TraditionalDB

Assets$94.0M
Participants850
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MARCH OF DIMES, INC. 403(B) PLAN

403b

Assets$76.1M
Participants1,443
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

MARCH OF DIMES, INC. 401(A) PLAN

MoneyPurchase

Assets$8.8M
Participants387
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

MARCH OF DIMES HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$5.5M
Covered lives2,909
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001RETIREMENT PLAN FOR NATIONAL OFFICE AND FIELD STAFF EMPLOYEES OF THE MARCH OF DIMES FOUNDATIONTraditionalDB$94.0M8502024
003MARCH OF DIMES, INC. 403(B) PLAN403b$76.1M1,4432024
004MARCH OF DIMES, INC. 401(A) PLANMoneyPurchase$8.8M3872024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
511MARCH OF DIMES HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$5.5M2,9092025
Retirement plans
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