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INVESTMENT COMPANY INSTITUTE

EIN 13-5266605-non-profit organization management-Latest filing 2024
Plans
3
Retirement
1
$165.2M assets
Welfare
2
$4.7M premiums
Participants
483
1401 H STREET NW - WASHINGTON, DC 20005202-326-5800ici.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
3 filings
#001401k-$165.2M - 270 part#502Fully Insured-$4.7M - 418 lives#503Fully Insured-$5K - 165 lives

Benefits portfolio analytics

2 plans / $4.7M premiums / 583 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.3M
  • Dental$4.3M
  • Vision$4.3M
  • Prescription drug$4.3M
  • Other$402K
  • Life$393K
  • +1 more
Total $4.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
  • AMERICAN UNITED LIFE INSURANCE COMPANY0%
  • INOVA EMPLOYEE ASSISTANCE0%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $4.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • DIGITAL INSURANCE LLC48%
  • USI INSURANCE SERVICES LLC39%
  • EMPLOYEE BENEFITS CORP OF AMERICA7%
  • CENTRO BENEFITS RESEARCH LLC6%
Total $136K4 slices

Plan deep-dives

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

INVESTMENT COMPANY INSTITUTE SECTION 401(K) PLAN

401k

Assets$165.2M
Participants270
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

INVESTMENT COMPANY INSTITUTE INSURANCE PLAN

Fully Insured - CAREFIRST BLUECROSS BLUESHIELD

Premiums$4.7M
Covered lives418
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

INVESTMENT COMPANY INSTITUTE INSURANCE PLAN

Fully Insured - INOVA EMPLOYEE ASSISTANCE

Premiums$5K
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INVESTMENT COMPANY INSTITUTE SECTION 401(K) PLAN401k$165.2M2702024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502INVESTMENT COMPANY INSTITUTE INSURANCE PLANFully InsuredCAREFIRST BLUECROSS BLUESHIELD$4.7M4182024
503INVESTMENT COMPANY INSTITUTE INSURANCE PLANFully InsuredINOVA EMPLOYEE ASSISTANCE$5K1652024
Retirement plans
Welfare plans
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