Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Safe Horizon, Inc.
EIN 13-2946970non-profit organization managementLatest filing 2025
Plans
3
Retirement
2
$60.7M assets
Health & Benefits
1
$8.2M premiums
Participants
3,808
2 LAFAYETTE STREET - NEW YORK, NY 10007212-577-1280safehorizon.orgLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $60.7M assets / 3,034 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- TIAA$60.7M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $8.2M premiums / 746 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$8.1M
- Dental$8.1M
- Vision$8.1M
- Prescription drug$8.1M
- Life$176K
- Long-term disability$176K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
SAFE HORIZON 403(B) RETIREMENT SAVINGS PLAN
403(b)
Assets$36.8M
Participants1,556
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
SAFE HORIZON 401(A) RETIREMENT SAVINGS PLAN
Profit-sharing
Assets$23.9M
Participants1,478
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SAFE HORIZON, INC. EMPLOYEE BENEFITS PLAN
Fully insured - UNITEDHEALTHCHARE INSURANCE COMPANY
Premiums$8.2M
Covered lives746
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SAFE HORIZON 403(B) RETIREMENT SAVINGS PLAN | 403(b) | $36.8M | 1,556 | 2025 |
| #001 | SAFE HORIZON 401(A) RETIREMENT SAVINGS PLAN | Profit-sharing | $23.9M | 1,478 | 2025 |
- #002 · 403(b) · 20251,556
- #001 · Profit-sharing · 20251,478
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SAFE HORIZON, INC. EMPLOYEE BENEFITS PLAN | Fully insured | UNITEDHEALTHCHARE INSURANCE COMPANY | $8.2M | 746 | 2025 |
- #501 · Fully insured · UNITEDHEALTHCHARE INSURANCE COMPANY · 2025746
Retirement plans
Health & Benefits plans