Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.7M
- Dental$4.7M
- Vision$4.7M
- Prescription drug$4.7M
- Other$373K
- Life$363K
- +1 more
Filings through .
Investment Company Institute
EIN 13-5266605non-profit organization managementLatest filing 2025
Plans
3
Retirement
1
$184.5M assets
Health & Benefits
2
$5.0M premiums
Participants
493
1401 H STREET NW - WASHINGTON, DC 20005202-326-5800ici.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $5.0M premiums / 608 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
INVESTMENT COMPANY INSTITUTE SECTION 401(K) PLAN
401(k)
Assets$184.5M
Participants275
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
INVESTMENT COMPANY INSTITUTE INSURANCE PLAN
Fully insured - CAREFIRST BLUECHOICE, INC.
Premiums$5.0M
Covered lives443
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
INVESTMENT COMPANY INSTITUTE INSURANCE PLAN
Fully insured - INOVA EMPLOYEE ASSISTANCE
Premiums$5K
Covered lives165
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | INVESTMENT COMPANY INSTITUTE SECTION 401(K) PLAN | 401(k) | $184.5M | 275 | 2025 |
- #001 · 401(k) · 2025275
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | INVESTMENT COMPANY INSTITUTE INSURANCE PLAN | Fully insured | CAREFIRST BLUECHOICE, INC. | $5.0M | 443 | 2025 |
| #503 | INVESTMENT COMPANY INSTITUTE INSURANCE PLAN | Fully insured | INOVA EMPLOYEE ASSISTANCE | $5K | 165 | 2024 |
- #502 · Fully insured · CAREFIRST BLUECHOICE, INC. · 2025443
- #503 · Fully insured · INOVA EMPLOYEE ASSISTANCE · 2024165
Retirement plans
Health & Benefits plans