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  2. AMER. INST. FOR RESEARCH IN THE BEHAVIORAL SCIENCES
Sponsor portfolioTH

AMER. INST. FOR RESEARCH IN THE BEHAVIORAL SCIENCES

EIN 25-0965219-Educational Services-Latest filing 2024
Plans
8
Retirement
6
$630.7M assets
Welfare
2
$6.5M premiums
Participants
10,527
1400 CRYSTAL DRIVE, 10TH FLOOR - ARLINGTON, VA 222023289202-403-5000
Plans on this EIN
8 filings
#002403b-$323.0M - 3,019 part#001OtherDC-$260.0M - 3,586 part#005403b-$25.4M - 214 part#003OtherDC-$14.0M - 237 part#004403b-$6.6M - 87 part#006403b-$1.8M - 28 part#506Fully Insured-$6.5M - 1,698 lives#505Self Funded-0 lives

Retirement portfolio analytics

6 plans aggregated / $630.7M assets / 7,171 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • DEFERRED ANNUITY PLAN (#002)51%
  • RESEARCH RETIREMENT PLAN (#001)41%
  • EMPLOYEES OF SEDC (#005)4%
  • CONTRIBUTION RETIREMENT PLAN (#003)2%
  • DEFERRED ANNUITY PLA (#004)1%
  • +1 more
Total $630.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RESEARCH RETIREMENT PLAN (#001)3,586
  • DEFERRED ANNUITY PLAN (#002)3,019
  • CONTRIBUTION RETIREMENT PLAN (#003)237
  • EMPLOYEES OF SEDC (#005)214
  • DEFERRED ANNUITY PLA (#004)87
  • EMPLOYEES OF SEDC (#006)28
Total 7,171Click row to drill in

Benefits portfolio analytics

2 plans / $6.5M premiums / 1,698 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$3.3M
  • Other$1.7M
  • Life$717K
  • Long-term disability$592K
  • Vision$153K
  • Health$9K
  • +1 more
Total $6.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • AETNA LIFE INSURANCE COMPANY53%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA21%
  • KAISER FOUNDATION HEALTH PLAN INC19%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • VISION SERVICE PLAN2%
  • +2 more
Total $6.5M7 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • WILLIS TOWERS WATSON US LLC80%
  • MCCULLUGH, CHRISTINE M20%
Total $225K2 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

AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN

403b

Assets$323.0M
Participants3,019
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLAN

OtherDC

Assets$260.0M
Participants3,586
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF SEDC

403b

Assets$25.4M
Participants214
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

LEARNING POINT ASSOCIATES DEFINED CONTRIBUTION RETIREMENT PLAN

OtherDC

Assets$14.0M
Participants237
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

LEARNING POINT ASSOCIATES TAX DEFERRED ANNUITY PLA

403b

Assets$6.6M
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF SEDC

403b

Assets$1.8M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

AMERICAN INSTITUTES FOR RESEARCH COMPREHENSIVE WELFARE BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$6.5M
Covered lives1,698
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

AMERICAN INSTITUTES FOR RESEARCH SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans6

Plan #NameTypeAssetsParticipantsLatest year
002AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN403b$323.0M3,0192024
001AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLANOtherDC$260.0M3,5862024
005TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF SEDC403b$25.4M2142024
003LEARNING POINT ASSOCIATES DEFINED CONTRIBUTION RETIREMENT PLANOtherDC$14.0M2372024
004LEARNING POINT ASSOCIATES TAX DEFERRED ANNUITY PLA403b$6.6M872024
006TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF SEDC403b$1.8M282024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
506AMERICAN INSTITUTES FOR RESEARCH COMPREHENSIVE WELFARE BENEFIT PLANFully InsuredAETNA LIFE INSURANCE CO.$6.5M1,6982024
505AMERICAN INSTITUTES FOR RESEARCH SEVERANCE PAY PLANSelf Funded-$002024
Retirement plans
Welfare plans
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