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Sponsor portfolioTH

FINANCIAL ACCOUNTING FOUNDATION

EIN 23-7211935-accounting-Latest filing 2025
Plans
3
Retirement
2
$147.6M assets
Welfare
1
$3.8M premiums
Participants
530
801 MAIN AVENUE, PO BOX 5116 - NORWALK, CT 06856203-847-0700accountingfoundation.orgLinkedIn51-200 employeesaccounting
Plans on this EIN
3 filings
#003403b-$147.5M - 373 part#002TraditionalDB-$99K - 0 part#501Fully Insured-$3.8M - 304 lives

Retirement portfolio analytics

2 plans aggregated / $147.6M assets / 373 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • SHELTERED ANNUITY PLAN (#003)100%
  • FOUNDATION EMPLOYEES' PENSION (#002)0%
Total $147.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • TIAA100%
  • (Not disclosed)0%
Total $147.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHELTERED ANNUITY PLAN (#003)373
Total 373Click row to drill in

Benefits portfolio analytics

1 plan / $3.8M premiums / 304 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.6M
  • Health$3.4M
  • Prescription drug$3.4M
  • Life$216K
  • Long-term disability$216K
  • Dental$185K
  • +1 more
Total $3.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UNITEDHEALTHCARE INSURANCE COMPANY89%
  • HARTFORD LIFE AND ACCIDENT6%
  • DELTA DENTAL OF CALIFORNIA5%
  • EYEMED VISION CARE0%
Total $3.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • GALLAGHER BENEFIT SERVICES, INC.97%
  • GCG FINANCIAL LLC3%
  • CM SMITH AGENCY INC0%
Total $96K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

FINANCIAL ACCOUNTING FOUNDATION EMPLOYEES' TAX SHELTERED ANNUITY PLAN

403b

Assets$147.5M
Participants373
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FINANCIAL ACCOUNTING FOUNDATION EMPLOYEES' PENSION PLAN

TraditionalDB

Assets$99K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FINANCIAL ACCOUNTING FOUNDATION WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.8M
Covered lives304
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003FINANCIAL ACCOUNTING FOUNDATION EMPLOYEES' TAX SHELTERED ANNUITY PLAN403b$147.5M3732025
002FINANCIAL ACCOUNTING FOUNDATION EMPLOYEES' PENSION PLANTraditionalDB$99K02025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FINANCIAL ACCOUNTING FOUNDATION WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.8M3042025
Retirement plans
Welfare plans
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