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Sponsor portfolioTH

COMMUNITY FOUNDATION OF NORTHWEST INDIANA, INC.

EIN 31-1128781-hospital & health care-Latest filing 2024
Plans
4
Retirement
2
$673.7M assets
Welfare
2
$2.1M premiums
Participants
25,909
905 RIDGE ROAD - MUNSTER, IN 463211773219-703-1265LinkedIn501-1000 employeeshospital & health care
Plans on this EIN
4 filings
#005403b-$440.3M - 10,067 part#004ProfitSharing-$233.4M - 8,493 part#542Fully Insured-$1.4M - 5,491 lives#541Fully Insured-$723K - 1,777 lives

Retirement portfolio analytics

2 plans aggregated / $673.7M assets / 18,560 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • 403(B) RETIREMENT PLAN (#005)65%
  • CFNI RETIREMENT PLAN (#004)35%
Total $673.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT PLAN (#005)10,067
  • CFNI RETIREMENT PLAN (#004)8,493
Total 18,560Click row to drill in

Benefits portfolio analytics

2 plans / $2.1M premiums / 7,268 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.4M
  • Other$1.4M
  • Long-term disability$723K
Total $2.1M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $2.1M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MATRIX INSURANCE AGENCY100%
Total $114K1 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$440.3M
Participants10,067
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

CFNI RETIREMENT PLAN

ProfitSharing

Assets$233.4M
Participants8,493
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$1.4M
Covered lives5,491
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$723K
Covered lives1,777
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$440.3M10,0672024
004CFNI RETIREMENT PLANProfitSharing$233.4M8,4932024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
542COMMUNITY FOUNDATION OF NORTHWEST IN GROUP TERM LIFEFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$1.4M5,4912024
541COMMUNITY FOUNDATION OF NORTHWEST INDIANA, INC. LONG TERM DISABILITY INSURANCEFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$723K1,7772024
Retirement plans
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