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  2. AMERICAN HEART ASSOCIATION, INC.
Sponsor portfolioTH

AMERICAN HEART ASSOCIATION, INC.

EIN 13-5613797-health, wellness and fitness-Latest filing 2025
Plans
5
Retirement
3
$1.06B assets
Welfare
2
$4.4M premiums
Participants
21,176
7272 GREENVILLE AVE - DALLAS, TX 752315129214-706-1781heart.orgLinkedIn1001-5000 employeeshealth, wellness and fitness
Plans on this EIN
5 filings
#002ProfitSharing-$605.5M - 6,853 part#004403b-$452.0M - 7,273 part#003TraditionalDB-$1.1M - 5 part#501Mixed-$4.4M - 4,368 lives#502Fully Insured-3,684 lives

Retirement portfolio analytics

3 plans aggregated / $1.06B assets / 14,131 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • QUALIFIED RETIREMENT PLAN (#002)57%
  • INC. 403(B) PENSION (#004)43%
  • PLAN SVC 07/01/1976 (#003)0%
Total $1.06BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 403(B) PENSION (#004)7,273
  • QUALIFIED RETIREMENT PLAN (#002)6,853
  • PLAN SVC 07/01/1976 (#003)5
Total 14,131Click row to drill in

Benefits portfolio analytics

2 plans / $4.4M premiums / 8,052 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
0%top
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $01 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

AMERICAN HEART ASSOCIATION, INC. QUALIFIED RETIREMENT PLAN

ProfitSharing

Assets$605.5M
Participants6,853
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

AMERICAN HEART ASSOCIATION, INC. 403(B) PENSION PLAN

403b

Assets$452.0M
Participants7,273
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

AMERICAN HEART ASSOCIATION PLAN SVC 07/01/1976

TraditionalDB

Assets$1.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMERICAN HEART ASSOCIATION, INC. EMPLOYEE WELFARE BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$4.4M
Covered lives4,368
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

AMERICAN HEART ASSOCIATION, INC. GROUP AD&D PLAN

Fully Insured - NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA

Premiums$0
Covered lives3,684
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002AMERICAN HEART ASSOCIATION, INC. QUALIFIED RETIREMENT PLANProfitSharing$605.5M6,8532025
004AMERICAN HEART ASSOCIATION, INC. 403(B) PENSION PLAN403b$452.0M7,2732025
003AMERICAN HEART ASSOCIATION PLAN SVC 07/01/1976TraditionalDB$1.1M52025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMERICAN HEART ASSOCIATION, INC. EMPLOYEE WELFARE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$4.4M4,3682024
502AMERICAN HEART ASSOCIATION, INC. GROUP AD&D PLANFully InsuredNATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA$03,6842025
Retirement plans
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