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  2. FAMILY HEALTH INTERNATIONAL
Sponsor portfolioTH

FAMILY HEALTH INTERNATIONAL

EIN 23-7413005-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
2
$460.3M assets
Welfare
1
$3.3M premiums
Participants
5,401
359 BLACKWELL STREET, SUITE 200 - DURHAM, NC 27701919-544-7040
Plans on this EIN
3 filings
#001MoneyPurchase-$257.9M - 1,915 part#002403b-$202.4M - 2,124 part#503Mixed-$3.3M - 2,275 lives

Retirement portfolio analytics

2 plans aggregated / $460.3M assets / 4,039 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • 360 EMPLOYEES' PENSION (#001)56%
  • 360 EMPLOYEES' 403(B) (#002)44%
Total $460.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE100%
Total $460.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 360 EMPLOYEES' 403(B) (#002)2,124
  • 360 EMPLOYEES' PENSION (#001)1,915
Total 4,039Click row to drill in

Benefits portfolio analytics

1 plan / $3.3M premiums / 2,275 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.2M
  • Life$1.9M
  • Short-term disability$1.9M
  • Long-term disability$1.9M
  • Health$1.3M
  • Dental$1.2M
Total $3.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA58%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY41%
  • KAISER FOUNDATION HEALTH PLAN INC0%
Total $3.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • AON CONSULTING INC84%
  • CUSTOM BENEFIT PROGRAMS INC16%
  • IMG0%
Total $217K3 slices

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

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$3.3M
Covered lives2,275
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FHI 360 EMPLOYEES' PENSION PLANMoneyPurchase$257.9M1,9152024
002FHI 360 EMPLOYEES' 403(B) PLAN403b$202.4M2,1242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503FAMILY HEALTH INTERNATIONAL (DBA FHI 360) BENEFIT PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$3.3M2,2752024
Retirement plans
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