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Sponsor portfolio

THE INSTITUTE FOR FAMILY HEALTH

EIN 13-3273402-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$38.9M assets
Welfare
1
$1.2M premiums
Participants
3,077
2006 MADISON AVENUE - NEW YORK, NY 10035212-633-0815institute.orgLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filings
#002403b-$38.9M - 1,851 part#501Mixed-$1.2M - 1,014 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 1,014 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$379K
  • Short-term disability$358K
  • Other$266K
  • Life$214K
  • Long-term disability$178K
  • Vision$54K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY54%
  • DELTA DENTAL OF CALIFORNIA31%
  • METROPOLITAN LIFE INSURANCE COMPANY14%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • NFP INSURANCE SERVICES INC95%
  • JAMES H. VAN EPPS5%
  • AGES BENEFITS GROUP LLC0%
Total $120K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE INSTITUTE FOR FAMILY HEALTH RETIREMENT PLAN

403b

Assets$38.9M
Participants1,851
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE INSTITUTE FOR FAMILY HEALTH BENEFIT PLAN

Mixed - DELTA DENTAL

Premiums$1.2M
Covered lives1,014
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE INSTITUTE FOR FAMILY HEALTH RETIREMENT PLAN403b$38.9M1,8512024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE INSTITUTE FOR FAMILY HEALTH BENEFIT PLANMixedDELTA DENTAL$1.2M1,0142025
Retirement plans
Welfare plans
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