Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$8.3M
- Health$7.9M
- Vision$7.9M
- Prescription drug$7.9M
- Life$410K
- Short-term disability$410K
- +2 more
Sponsor portfolio
THE FORTUNE SOCIETY
EIN 13-2645436public policyLatest filing 2025
Plans
2
Retirement
1
$11.3M assets
Welfare
1
$8.5M premiums
Participants
1,109
29-76 NORTHERN BOULEVARD - LONG ISLAND CITY, NY 11101347-510-3459fortunesociety.orgLinkedIn201-500 employeespublic policy
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $8.5M premiums / 563 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY93%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA5%
- AETNA LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
78%top
- USI INSURANCE SERVICES LLC78%
- BROWN & BROWN INSURANCE SERVICES22%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE FORTUNE SOCIETY TAX SHELTERED ANNUITY
403b
Assets$11.3M
Participants546
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE FORTUNE SOCIETY WRAP BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$8.5M
Covered lives563
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE FORTUNE SOCIETY TAX SHELTERED ANNUITY | 403b | $11.3M | 546 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE FORTUNE SOCIETY WRAP BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $8.5M | 563 | 2025 |
Retirement plans
Welfare plans