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  2. CONGRESO DE LATINOS UNIDOS, INC.
Sponsor portfolio

CONGRESO DE LATINOS UNIDOS, INC.

EIN 23-2051143-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$7.9M assets
Welfare
1
$2.2M premiums
Participants
567
216 WEST SOMERSET ST - PHILADELPHIA, PA 19133610-733-3900congreso.netLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$7.9M - 386 part#501Fully Insured-$2.2M - 203 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 203 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.1M
  • Health$2.0M
  • Vision$2.0M
  • Prescription drug$2.0M
  • Dental$82K
  • Life$80K
  • +2 more
Total $2.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • UNITED CONCORDIA INSURANCE COMPANY4%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA4%
Total $2.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • SAVOY ASSOCIATES83%
  • PATRIOT GROWTH INSURANCE SERVICES8%
  • DONALD C SAVOY INC8%
  • GALLAGHER BENEFIT SERVICES, INC.1%
Total $100K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CONGRESO DE LATINOS UNIDOS, INC. RETIREMENT PLAN

403b

Assets$7.9M
Participants386
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CONGRESO DE LATINOS UNIDOS, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - INDEPENDENCE BLUE CROSS

Premiums$2.2M
Covered lives203
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CONGRESO DE LATINOS UNIDOS, INC. RETIREMENT PLAN403b$7.9M3862025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CONGRESO DE LATINOS UNIDOS, INC. EMPLOYEE BENEFIT PLANFully InsuredINDEPENDENCE BLUE CROSS$2.2M2032025
Retirement plans
Welfare plans
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