PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. NATIONAL PHILANTHROPIC TRUST
Sponsor portfolioTH

NATIONAL PHILANTHROPIC TRUST

EIN 23-7825575-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$17.7M assets
Welfare
1
$3.0M premiums
Participants
436
165 TOWNSHIP LINE ROAD, SUITE 1200 - JENKINTOWN, PA 19046215-277-3010nptrust.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$17.7M - 220 part#501Fully Insured-$3.0M - 399 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 399 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Vision$2.6M
  • Other$196K
  • Life$190K
  • Short-term disability$190K
  • Long-term disability$190K
  • +1 more
Total $3.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • AETNA LIFE INSURANCE COMPANY87%
  • HARTFORD LIFE AND ACCIDENT6%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • ALLONE HEALTH0%
Total $3.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • CREATIVE BENEFITS, INC.73%
  • ENROLLEASE15%
  • KISTLER TIFFANY BENEFITS12%
Total $63K3 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

NPT 401(K) PLAN

401k

Assets$17.7M
Participants220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NATIONAL PHILANTHROPIC TRUST WELFARE BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$3.0M
Covered lives399
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NPT 401(K) PLAN401k$17.7M2202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NATIONAL PHILANTHROPIC TRUST WELFARE BENEFIT PLANFully InsuredAETNA LIFE INSURANCE CO.$3.0M3992025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica