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  2. RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC.
Sponsor portfolio

RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC.

EIN 14-1410842-research-Latest filing 2024
Plans
4
Retirement
2
$399.7M assets
Welfare
2
$17.2M premiums
Participants
8,732
150 BROADWAY, SUITE 301 - MENANDS, NY 12204518-474-5661rfmh.orgLinkedIn1001-5000 employeesresearch
Plans on this EIN
4 filings
#002403b-$213.4M - 3,327 part#001MoneyPurchase-$186.3M - 2,817 part#508Fully Insured-$16.7M - 1,769 lives#510Mixed-$469K - 123 lives

Retirement portfolio analytics

2 plans aggregated / $399.7M assets / 6,144 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • (FROZEN) DC PLAN (#002)53%
  • CONTRIBUTION RETIREMENT PLAN (#001)47%
Total $399.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • TIAA100%
Total $399.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • (FROZEN) DC PLAN (#002)3,327
  • CONTRIBUTION RETIREMENT PLAN (#001)2,817
Total 6,144Click row to drill in

Benefits portfolio analytics

2 plans / $17.2M premiums / 1,892 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$15.8M
  • Health$15.4M
  • Short-term disability$1.3M
  • Other$1.0M
  • Dental$1.0M
  • Vision$968K
  • +2 more
Total $17.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK90%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • AETNA LIFE INSURANCE COMPANY3%
Total $17.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • MARSHALL & STERLING EMPLOYEE BENEFI82%
  • FNA INSURANCE SERVICES INC18%
Total $48K2 slices

Plan deep-dives

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

RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. TDA AND (FROZEN) DC PLAN

403b

Assets$213.4M
Participants3,327
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

MoneyPurchase

Assets$186.3M
Participants2,817
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

WELFARE PLAN

Fully Insured - STATE OF NEW YORK, DEPARTMENT OF CIVIL SERVICE

Premiums$16.7M
Covered lives1,769
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC-EMERITI PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$469K
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. TDA AND (FROZEN) DC PLAN403b$213.4M3,3272024
001RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DEFINED CONTRIBUTION RETIREMENT PLANMoneyPurchase$186.3M2,8172024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
508WELFARE PLANFully InsuredSTATE OF NEW YORK, DEPARTMENT OF CIVIL SERVICE$16.7M1,7692024
510RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC-EMERITI PLANMixedAETNA LIFE INSURANCE COMPANY$469K1232024
Retirement plans
Welfare plans
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