Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.6M
- Prescription drug$2.1M
- Dental$181K
- Long-term disability$63K
- Life$26K
- Other$26K
- +1 more
Sponsor portfolioTH
THE REINVESTMENT FUND
EIN 23-2331946financial servicesLatest filing 2025
Plans
2
Retirement
1
$32.5M assets
Welfare
1
$2.9M premiums
Participants
306
1700 MARKET STREET, 19TH FLOOR - PHILADELPHIA, PA 19103215-574-5800trfund.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.9M premiums / 206 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY9%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
73%top
- ASSUREDPARTNERS73%
- NFP INSURANCE SERVICES INC27%
- EMPLOYEE NAVIGATOR, LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE REINVESTMENT FUND 401(K) PLAN
401k
Assets$32.5M
Participants179
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE REINVESTMENT FUND WRAP BENEFIT PLAN
Mixed - INDEPENDENCE BLUE CROSS - PPO
Premiums$2.9M
Covered lives206
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE REINVESTMENT FUND 401(K) PLAN | 401k | $32.5M | 179 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE REINVESTMENT FUND WRAP BENEFIT PLAN | Mixed | INDEPENDENCE BLUE CROSS - PPO | $2.9M | 206 | 2025 |
Retirement plans
Welfare plans