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Filings through Oct 24, 2026.

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Open Society Institute

EIN 13-7029285-Other Services (except Public Administration)-Latest filing 2025
Plans
4
Retirement
1
$244.1M assets
Health & Benefits
3
$4.1M premiums
Participants
2,061
224 WEST 57TH STREET, 4TH FLOOR - NEW YORK, NY 10019212-548-0600
Plans on this EIN
4 filings
#001403(b)-$244.1M - 959 part#502Fully insured-$4.1M - 854 lives#504Self-funded-0 lives#506Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.

Benefits portfolio analytics

3 plans / $4.1M premiums / 854 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Dental$2.8M
  • Vision$2.8M
  • Prescription drug$2.8M
  • Other$1.2M
  • Life$100K
  • +2 more
Total $4.1M8 rows
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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

OPEN SOCIETY INSTITUTE RETIREMENT PLAN

403(b)

Assets$244.1M
Participants959
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

OPEN SOCIETY INSTITUTE HEALTH AND WELFARE PLAN

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$4.1M
Covered lives854
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504

OPEN SOCIETY INSTITUTE FLEXIBLE SPENDING ACCOUNT

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506

OPEN SOCIETY INSTITUTE 2021 INVOLUNTARY SEPARATION PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001OPEN SOCIETY INSTITUTE RETIREMENT PLAN403(b)$244.1M9592025
  • OPEN SOCIETY INSTITUTE RETIREMENT PLAN$244.1M
    #001 · 403(b) · 2025959

Health & Benefits plans

3 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502OPEN SOCIETY INSTITUTE HEALTH AND WELFARE PLANFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$4.1M8542025
#504OPEN SOCIETY INSTITUTE FLEXIBLE SPENDING ACCOUNTSelf-funded-$002025
#506OPEN SOCIETY INSTITUTE 2021 INVOLUNTARY SEPARATION PLANSelf-funded-$002025
  • OPEN SOCIETY INSTITUTE HEALTH AND WELFARE PLAN$4.1M
    #502 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · 2025854
  • OPEN SOCIETY INSTITUTE FLEXIBLE SPENDING ACCOUNT$0
    #504 · Self-funded · 20250
  • OPEN SOCIETY INSTITUTE 2021 INVOLUNTARY SEPARATION PLAN$0
    #506 · Self-funded · 20250
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
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