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Sponsor portfolio

THE OSBORNE ASSOCIATION, INC.

EIN 13-5563028-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$13.4M assets
Welfare
1
$2.8M premiums
Participants
862
175 REMSEN ST, 6TH FLOOR - BROOKLYN, NY 11201718-637-6560LinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filings
#003403b-$7.3M - 437 part#002MoneyPurchase-$6.1M - 253 part#501Fully Insured-$2.8M - 312 lives

Retirement portfolio analytics

2 plans aggregated / $13.4M assets / 690 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • OSBORNE ASSOCIATION, INC. (#003)54%
  • OSBORNE ASSOCIATION, INC. (#002)46%
Total $13.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OSBORNE ASSOCIATION, INC. (#003)437
  • OSBORNE ASSOCIATION, INC. (#002)253
Total 690Click row to drill in

Benefits portfolio analytics

1 plan / $2.8M premiums / 312 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Dental$103K
  • Life$75K
  • Short-term disability$75K
  • Long-term disability$75K
  • Other$75K
  • +1 more
Total $2.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • UNITEDHEALTHCARE INSURANCE COMPANY94%
  • DELTA DENTAL OF CALIFORNIA4%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
Total $2.8M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $126K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SUPPLEMENTAL 403(B) THRIFT PLAN OF THE OSBORNE ASSOCIATION, INC.

403b

Assets$7.3M
Participants437
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EMPLOYEE BENEFITS PLAN OF THE OSBORNE ASSOCIATION, INC.

MoneyPurchase

Assets$6.1M
Participants253
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE OSBORNE ASSOCIATION, INC. GROUP HEALTH INSURANCE

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.8M
Covered lives312
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003SUPPLEMENTAL 403(B) THRIFT PLAN OF THE OSBORNE ASSOCIATION, INC.403b$7.3M4372024
002EMPLOYEE BENEFITS PLAN OF THE OSBORNE ASSOCIATION, INC.MoneyPurchase$6.1M2532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE OSBORNE ASSOCIATION, INC. GROUP HEALTH INSURANCEFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.8M3122025
Retirement plans
Welfare plans
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