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
Sponsor portfolioTH
OPEN SOCIETY INSTITUTE
EIN 13-7029285Latest filing 2025
Plans
4
Retirement
1
$230.0M assets
Welfare
3
$4.1M premiums
Participants
2,284
224 WEST 57TH STREET - NEW YORK, NY 10019212-548-0106
Benefits portfolio analytics
3 plans / $4.1M premiums / 854 covered livesCarrier market share
Premium dollars by Schedule A carrier
67%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY67%
- UNUM LIFE INSURANCE COMPANY OF AMERICA27%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK5%
- ACE AMERICAN INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
86%top
- NFP INSURANCE SERVICES INC86%
- AON CONSULTING INC12%
- REUBEN WARNER ASSOCIATES, INC.2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OPEN SOCIETY INSTITUTE RETIREMENT PLAN
403b
Assets$230.0M
Participants1,182
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
OPEN SOCIETY INSTITUTE HEALTH AND WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$4.1M
Covered lives854
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
OPEN SOCIETY INSTITUTE FLEXIBLE SPENDING ACCOUNT
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
OPEN SOCIETY INSTITUTE 2021 INVOLUNTARY SEPARATION PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OPEN SOCIETY INSTITUTE RETIREMENT PLAN | 403b | $230.0M | 1,182 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | OPEN SOCIETY INSTITUTE HEALTH AND WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $4.1M | 854 | 2025 | |
| 504 | OPEN SOCIETY INSTITUTE FLEXIBLE SPENDING ACCOUNT | Self Funded | - | $0 | 0 | 2025 | |
| 506 | OPEN SOCIETY INSTITUTE 2021 INVOLUNTARY SEPARATION PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans