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Sponsor portfolioTH

ROBIN HOOD FOUNDATION

EIN 13-3441066-Latest filing 2025
Plans
3
Retirement
2
$48.6M assets
Welfare
1
$255K premiums
Participants
454
826 BROADWAY, 9TH FLOOR - NEW YORK, NY 10003212-844-3556
Plans on this EIN
3 filings
#001ProfitSharing-$25.3M - 171 part#002403b-$23.3M - 178 part#501Mixed-$255K - 106 lives

Retirement portfolio analytics

2 plans aggregated / $48.6M assets / 349 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • EMPLOYER CONTRIBUTION PLAN (#001)52%
  • EMPLOYEE DEFERRAL PLAN (#002)48%
Total $48.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE DEFERRAL PLAN (#002)178
  • EMPLOYER CONTRIBUTION PLAN (#001)171
Total 349Click row to drill in

Benefits portfolio analytics

1 plan / $255K premiums / 106 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$137K
  • Other$63K
  • Life$59K
  • Long-term disability$49K
  • Short-term disability$41K
  • Vision$14K
Total $255K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY54%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA41%
  • VISION SERVICE PLAN6%
Total $255K3 slices

Broker market share

Schedule A broker compensation

Single broker
0%top
  • CBIZ BENEFITS & INSURANCE SERVICES0%
Total $-6421 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ROBIN HOOD 401(A) EMPLOYER CONTRIBUTION PLAN

ProfitSharing

Assets$25.3M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ROBIN HOOD 403(B) EMPLOYEE DEFERRAL PLAN

403b

Assets$23.3M
Participants178
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ROBIN HOOD WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH & LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA)

Premiums$255K
Covered lives106
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ROBIN HOOD 401(A) EMPLOYER CONTRIBUTION PLANProfitSharing$25.3M1712024
002ROBIN HOOD 403(B) EMPLOYEE DEFERRAL PLAN403b$23.3M1782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ROBIN HOOD WELFARE BENEFIT PLANMixedCIGNA HEALTH & LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA)$255K1062025
Retirement plans
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