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Sponsor portfolioTH

NONPROFIT FINANCE FUND

EIN 13-3238657-non-profit organization management-Latest filing 2024
Plans
2
Retirement
1
$22.8M assets
Welfare
1
$1.5M premiums
Participants
301
5 HANOVER SQ FL 9 - NEW YORK, NY 100042650212-457-4700nonprofitfinancefund.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#003401k-$22.8M - 202 part#501Fully Insured-$1.5M - 172 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 172 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Prescription drug$1.4M
  • Dental$71K
  • Life$29K
  • Short-term disability$29K
  • Long-term disability$29K
  • +2 more
Total $1.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITEDHEALTHCARE INSURANCE COMPANY86%
  • KAISER FOUNDATION HEALTH PLAN INC6%
  • PRINCIPAL LIFE INSURANCE COMPANY5%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY2%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $1.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • PATRIOT GROWTH INSURANCE SERVICES71%
  • EXUDE BENEFITS GROUP INC22%
  • DONALD C SAVOY INC6%
  • TRUE NETWORK ADVISORS1%
Total $67K4 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

403(B) THRIFT PLAN FOR EMPLOYEES OF NONPROFIT FINANCE FUND

401k

Assets$22.8M
Participants202
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NON PROFIT FINANCE FUND BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.5M
Covered lives172
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003403(B) THRIFT PLAN FOR EMPLOYEES OF NONPROFIT FINANCE FUND401k$22.8M2022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NON PROFIT FINANCE FUND BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.5M1722024
Retirement plans
Welfare plans
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