Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Dental$1.7M
- Vision$1.7M
- Other$53K
- Life$39K
- Short-term disability$39K
- +1 more
Sponsor portfolio
SETTLEMENT HOUSING FUND
EIN 23-7078882non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$5.6M assets
Welfare
1
$1.7M premiums
Participants
240
247 WEST 37TH STREET 4TH FLOOR - NEW YORK, NY 10018212-265-6530LinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 136 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- UNITEDHEALTHCARE INSURANCE COMPANY97%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Broker market share
Schedule A broker compensation
82%top
- IMA, INC.82%
- CORPORATE SYNERGIES GROUP LLC16%
- NEW CHARTERS LLC1%
- DERIA WEBB0%
- PAYCHEX INSURANCE AGENCY, INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SETTLEMENT HOUSING FUND, INC. TAX DEFERRED ANNUITY PLAN
403b
Assets$5.6M
Participants104
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SETTLEMENT HOUSING FUND HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.7M
Covered lives136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SETTLEMENT HOUSING FUND, INC. TAX DEFERRED ANNUITY PLAN | 403b | $5.6M | 104 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SETTLEMENT HOUSING FUND HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.7M | 136 | 2025 |
Retirement plans
Welfare plans