Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SAFE HORIZON, INC.
EIN 13-2946970non-profit organization managementLatest filing 2024
Plans
3
Retirement
2
$52.0M assets
Welfare
1
$8.3M premiums
Participants
3,742
2 LAFAYETTE STREET - NEW YORK, NY 10007212-577-1280safehorizon.orgLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $52.0M assets / 3,005 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- TIAA100%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $8.3M premiums / 1,553 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$8.2M
- Dental$8.2M
- Vision$8.2M
- Prescription drug$8.2M
- Life$172K
- Long-term disability$172K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
98%top
- UNITEDHEALTHCARE INSURANCE COMPANY98%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA2%
Broker market share
Schedule A broker compensation
89%top
- ACRISURE LLC89%
- ALLIANT INSURANCE SERVICES, INC.11%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SAFE HORIZON 403(B) RETIREMENT SAVINGS PLAN
403b
Assets$31.3M
Participants1,476
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SAFE HORIZON 401(A) RETIREMENT SAVINGS PLAN
ProfitSharing
Assets$20.7M
Participants1,529
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SAFE HORIZON, INC. EMPLOYEE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCHARE INSURANCE COMPANY
Premiums$8.3M
Covered lives1,553
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SAFE HORIZON 403(B) RETIREMENT SAVINGS PLAN | 403b | $31.3M | 1,476 | 2024 | |
| 001 | SAFE HORIZON 401(A) RETIREMENT SAVINGS PLAN | ProfitSharing | $20.7M | 1,529 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SAFE HORIZON, INC. EMPLOYEE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCHARE INSURANCE COMPANY | $8.3M | 1,553 | 2024 |
Retirement plans
Welfare plans