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Sponsor portfolioTH

COMMUNITY FOUNDATION OF NORTHWEST INDIANA, INC.

EIN 31-1128781-hospital & health care-Latest filing 2025
Plans
4
Retirement
2
$792.4M assets
Welfare
2
$2.3M premiums
Participants
26,439
905 RIDGE ROAD - MUNSTER, IN 463211773219-703-1265LinkedIn501-1000 employeeshospital & health care
Plans on this EIN
4 filings
#005403b-$516.4M - 10,478 part#004ProfitSharing-$276.0M - 8,616 part#542Fully Insured-$1.5M - 5,549 lives#541Fully Insured-$769K - 1,715 lives

Retirement portfolio analytics

2 plans aggregated / $792.4M assets / 19,094 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • 403(B) RETIREMENT PLAN (#005)65%
  • CFNI RETIREMENT PLAN (#004)35%
Total $792.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT PLAN (#005)10,478
  • CFNI RETIREMENT PLAN (#004)8,616
Total 19,094Click row to drill in

Benefits portfolio analytics

2 plans / $2.3M premiums / 7,264 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.5M
  • Other$1.5M
  • Long-term disability$769K
Total $2.3M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $2.3M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MATRIX INSURANCE AGENCY100%
Total $128K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN

403b

Assets$516.4M
Participants10,478
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

CFNI RETIREMENT PLAN

ProfitSharing

Assets$276.0M
Participants8,616
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#542

COMMUNITY FOUNDATION OF NORTHWEST IN GROUP TERM LIFE

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.5M
Covered lives5,549
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#541

COMMUNITY FOUNDATION OF NORTHWEST INDIANA, INC. LONG TERM DISABILITY INSURANCE

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$769K
Covered lives1,715
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005COMMUNITY FOUNDATION OF NORTHWEST INDIANA 403(B) RETIREMENT PLAN403b$516.4M10,4782025
004CFNI RETIREMENT PLANProfitSharing$276.0M8,6162025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
542COMMUNITY FOUNDATION OF NORTHWEST IN GROUP TERM LIFEFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$1.5M5,5492025
541COMMUNITY FOUNDATION OF NORTHWEST INDIANA, INC. LONG TERM DISABILITY INSURANCEFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$769K1,7152025
Retirement plans
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