Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE COMMON FUND FOR NON-PROFIT ORGANIZATIONS, INC.
EIN 23-7037968Other Services (except Public Administration)Latest filing 2025
Plans
5
Retirement
4
$167.6M assets
Welfare
1
$897K premiums
Participants
608
601 MERRITT 7, 4TH FLOOR - NORWALK, CT 06851203-563-5000
Retirement portfolio analytics
4 plans aggregated / $167.6M assets / 428 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $897K premiums / 180 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$684K
- Dental$213K
- Vision$213K
- Life$213K
- Long-term disability$213K
- Other$213K
Carrier market share
Premium dollars by Schedule A carrier
76%top
- SUN LIFE ASSURANCE COMPANY OF CANADA76%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA24%
Broker market share
Schedule A broker compensation
72%top
- STEALTH PARTNER GROUP LLC72%
- RUSSELL J CARPENTIERI28%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
THE COMMONFUND RETIREMENT SAVINGS PLAN
401k
Assets$142.2M
Participants277
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
COMMON FUND FOR NONPROFIT ORGANIZATIONS DEFINED CONTRIBUTION RETIREMENT PLAN
MoneyPurchase
Assets$14.5M
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
COMMONFUND VOLUNTARY 401(K) TAX DEFERRED PLAN
401k
Assets$6.9M
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE COMMON FUND FOR NON-PROFIT ORGANIZATIONS, INC. TAX-DEFERRED ANNUITY PLAN
403b
Assets$4.0M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE COMMONFUND EMPLOYEE BENEFITS PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$897K
Covered lives180
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | THE COMMONFUND RETIREMENT SAVINGS PLAN | 401k | $142.2M | 277 | 2024 | |
| 002 | COMMON FUND FOR NONPROFIT ORGANIZATIONS DEFINED CONTRIBUTION RETIREMENT PLAN | MoneyPurchase | $14.5M | 65 | 2024 | |
| 003 | COMMONFUND VOLUNTARY 401(K) TAX DEFERRED PLAN | 401k | $6.9M | 49 | 2024 | |
| 001 | THE COMMON FUND FOR NON-PROFIT ORGANIZATIONS, INC. TAX-DEFERRED ANNUITY PLAN | 403b | $4.0M | 37 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE COMMONFUND EMPLOYEE BENEFITS PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $897K | 180 | 2025 |
Retirement plans
Welfare plans