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Sponsor portfolioTH

BREAKTHROUGH T1D

EIN 23-1907729-fund-raising-Latest filing 2025
Plans
2
Retirement
1
$71.5M assets
Welfare
1
$1.1M premiums
Participants
1,510
200 VESEY ST., 28TH FLOOR - NEW YORK, NY 10281212-785-9500LinkedIn501-1000 employeesfund-raising
Plans on this EIN
2 filings
#002403b-$71.5M - 884 part#507Mixed-$1.1M - 1,041 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 1,041 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$521K
  • Life$498K
  • Short-term disability$498K
  • Long-term disability$498K
  • Other$498K
  • Vision$58K
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • METROPOLITAN LIFE INSURANCE COMPANY48%
  • SUN LIFE ASSURANCE COMPANY OF CANADA46%
  • VISION SERVICE PLAN5%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
49%top
  • MARSH & MCLENNAN AGENCY LLC49%
  • JAMES R NELLIGAN & ASSOCIATES LLC34%
  • TOTALIS BENEFITS14%
  • NFP INSURANCE SERVICES INC3%
Total $71K4 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

BREAKTHROUGH T1D 403(B) RETIREMENT SAVINGS PLAN

403b

Assets$71.5M
Participants884
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

BREAKTHROUGH T1D WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives1,041
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BREAKTHROUGH T1D 403(B) RETIREMENT SAVINGS PLAN403b$71.5M8842025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507BREAKTHROUGH T1D WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$1.1M1,0412025
Retirement plans
Welfare plans
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