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Sponsor portfolio

OXFAM AMERICA, INC.

EIN 23-7069110-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$42.4M assets
Welfare
1
$4.3M premiums
Participants
940
77 NORTH WASHINGTON STREET, SUITE 500 - BOSTON, MA 02114617-482-1211oxfamamerica.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
3 filings
#002403b-$22.8M - 319 part#001MoneyPurchase-$19.5M - 430 part#501Fully Insured-$4.3M - 382 lives

Retirement portfolio analytics

2 plans aggregated / $42.4M assets / 749 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • OXFAM AMERICA 403(B) (#002)54%
  • AMERICA RETIREMENT PLAN (#001)46%
Total $42.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AMERICA RETIREMENT PLAN (#001)430
  • OXFAM AMERICA 403(B) (#002)319
Total 749Click row to drill in

Benefits portfolio analytics

1 plan / $4.3M premiums / 382 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.8M
  • Other$276K
  • Life$238K
  • Short-term disability$201K
  • Long-term disability$201K
  • Dental$201K
  • +1 more
Total $4.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • UNITEDHEALTHCARE INSURANCE COMPANY83%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • FOUR EVER LIFE INSURANCE COMPANY5%
  • DELTA DENTAL OF CALIFORNIA5%
  • VISION SERVICE PLAN1%
  • +3 more
Total $4.3M8 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HILB GROUP OF NEW ENGLAND100%
Total $157K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

OXFAM AMERICA 403(B) PLAN

403b

Assets$22.8M
Participants319
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

OXFAM AMERICA RETIREMENT PLAN

MoneyPurchase

Assets$19.5M
Participants430
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OXFAM AMERICA, INC. WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.3M
Covered lives382
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002OXFAM AMERICA 403(B) PLAN403b$22.8M3192024
001OXFAM AMERICA RETIREMENT PLANMoneyPurchase$19.5M4302024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OXFAM AMERICA, INC. WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$4.3M3822025
Retirement plans
Welfare plans
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