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Sponsor portfolio

WORLD ECONOMIC FORUM

EIN 20-3908371-Latest filing 2025
Plans
2
Retirement
1
$49.3M assets
Welfare
1
$3.7M premiums
Participants
429
350 MADISON AVENUE - NEW YORK, NY 10017212-703-2300
Plans on this EIN
2 filings
#002401k-$49.3M - 291 part#501Mixed-$3.7M - 262 lives

Benefits portfolio analytics

1 plan / $3.7M premiums / 262 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.6M
  • Prescription drug$3.6M
  • Life$181K
  • Short-term disability$181K
  • Long-term disability$181K
  • Other$181K
Total $3.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • UNITEDHEALTHCARE INSURANCE COMPANY95%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
Total $3.7M2 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • YORK INTERNATIONAL AGENCY LLC83%
  • CENTERSTONE INSURANCE AND FINANCIAL11%
  • CENTRO BENEFITS RESEARCH LLC5%
  • IMA, INC.1%
Total $189K4 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

WORLD ECONOMIC FORUM LLC 401(K) PLAN

401k

Assets$49.3M
Participants291
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WORLD ECONOMIC FORUM WELFARE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.7M
Covered lives262
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WORLD ECONOMIC FORUM LLC 401(K) PLAN401k$49.3M2912024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WORLD ECONOMIC FORUM WELFARE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$3.7M2622025
Retirement plans
Welfare plans
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