Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
FAMILY HEALTH INTERNATIONAL - FHI 360
EIN 23-7413005Latest filing 2025
Plans
3
Retirement
2
$460.3M assets
Welfare
1
$2.4M premiums
Participants
4,743
359 BLACKWELL STREET, SUITE 200 - DURHAM, NC 27701919-544-7040
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $460.3M assets / 4,039 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.4M premiums / 1,072 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Other$2.2M
- Life$1.2M
- Short-term disability$1.2M
- Long-term disability$1.2M
- Dental$882K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
52%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA52%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY37%
- VISION SERVICE PLAN9%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK1%
- KAISER FOUNDATION HEALTH PLAN INC0%
Broker market share
Schedule A broker compensation
95%top
- AON CONSULTING INC95%
- CUSTOM BENEFIT PROGRAMS INC5%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FHI 360 EMPLOYEES' PENSION PLAN
MoneyPurchase
Assets$257.9M
Participants1,915
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FHI 360 EMPLOYEES' 403(B) PLAN
403b
Assets$202.4M
Participants2,124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
FAMILY HEALTH INTERNATIONAL (DBA FHI 360) BENEFIT PLAN
Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$2.4M
Covered lives1,072
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FHI 360 EMPLOYEES' PENSION PLAN | MoneyPurchase | $257.9M | 1,915 | 2024 | |
| 002 | FHI 360 EMPLOYEES' 403(B) PLAN | 403b | $202.4M | 2,124 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | FAMILY HEALTH INTERNATIONAL (DBA FHI 360) BENEFIT PLAN | Fully Insured | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $2.4M | 1,072 | 2025 |
Retirement plans
Welfare plans