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Sponsor portfolio

THE POSSE FOUNDATION

EIN 13-3840394-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$10.8M assets
Welfare
1
$1.6M premiums
Participants
509
14 WALL STREET SUITE 8A-60 - NEW YORK, NY 10005212-405-1691possefoundation.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#003403b-$10.8M - 324 part#502Fully Insured-$1.6M - 204 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 204 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$1.5M
  • Prescription drug$1.5M
  • Other$32K
  • Short-term disability$31K
  • Life$26K
  • +2 more
Total $1.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY95%
  • SHELTERPOINT LIFE INSURANCE COMPANY2%
  • SUN LIFE ASSURANCE COMPANY OF CANADA2%
  • VISION SERVICE PLAN1%
  • AFLAC1%
Total $1.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • NFP INSURANCE SERVICES INC98%
  • BROWN & BROWN INSURANCE SERVICES1%
  • PROFESSIONAL GROUP PLANS INC1%
  • CLAIRE R MIONE0%
  • ALVARO JAVIER MONTENEGRO0%
  • +3 more
Total $90K8 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

THE POSSE FOUNDATION RETIREMENT SAVINGS PLAN

403b

Assets$10.8M
Participants324
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE POSSE FOUNDATION WRAP BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$1.6M
Covered lives204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003THE POSSE FOUNDATION RETIREMENT SAVINGS PLAN403b$10.8M3242025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE POSSE FOUNDATION WRAP BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$1.6M2042025
Retirement plans
Welfare plans
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