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Sponsor portfolio

OCEAN CONSERVANCY, INC.

EIN 23-7245152-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$13.0M assets
Welfare
1
$194K premiums
Participants
436
1300 19TH ST NW STE 800 - WASHINGTON, DC 200361653202-429-5609oceanconservancy.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#002MoneyPurchase-$13.0M - 299 part#501Mixed-$194K - 137 lives

Benefits portfolio analytics

1 plan / $194K premiums / 137 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$194K
  • Vision$188K
  • Life$188K
  • Long-term disability$188K
  • Short-term disability$6K
Total $194K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA97%
  • AFLAC3%
Total $194K2 slices

Broker market share

Schedule A broker compensation

Split broker
46%top
  • RCM&D INC.46%
  • CENTRO BENEFITS RESEARCH LLC26%
  • UNKNOWN25%
  • DAVID NERENBERG3%
  • POOJA JAIN1%
  • +1 more
Total $35K6 slices

Plan deep-dives

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

OCEAN CONSERVANCY 401(A) DC PLAN

MoneyPurchase

Assets$13.0M
Participants299
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OCEAN CONSERVANCY, INC. EMPLOYEE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$194K
Covered lives137
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002OCEAN CONSERVANCY 401(A) DC PLANMoneyPurchase$13.0M2992025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OCEAN CONSERVANCY, INC. EMPLOYEE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$194K1372025
Retirement plans
Welfare plans
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