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Sponsor portfolioTH

SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION

EIN 32-0178959-Latest filing 2025
Plans
2
Retirement
1
$103.8M assets
Welfare
1
$4.1M premiums
Participants
463
140 BROADWAY, 35TH FLOOR - NEW YORK, NY 10005212-313-1200
Plans on this EIN
2 filings
#002401k-$103.8M - 288 part#501Fully Insured-$4.1M - 217 lives

Benefits portfolio analytics

1 plan / $4.1M premiums / 217 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.7M
  • Prescription drug$3.6M
  • Dental$3.5M
  • Other$219K
  • Life$212K
  • Short-term disability$212K
  • +2 more
Total $4.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • AETNA LIFE INSURANCE COMPANY87%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA5%
  • UNITED AMERICAN INSURANCE COMPANY4%
  • ELIXIR INSURANCE COMPANY2%
  • VISION SERVICE PLAN1%
  • +3 more
Total $4.1M8 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • CORPORATE SYNERGIES GROUP LLC59%
  • AMWINS40%
  • A SECURE YOU INC1%
  • GALLAGHER BENEFIT SERVICES, INC.0%
  • NEW CHARTERS LLC0%
  • +1 more
Total $65K6 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

SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION SAVINGS PLAN

401k

Assets$103.8M
Participants288
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION WELFARE BENEFITS PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$4.1M
Covered lives217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION SAVINGS PLAN401k$103.8M2882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION WELFARE BENEFITS PLANFully InsuredAETNA LIFE INSURANCE CO.$4.1M2172025
Retirement plans
Welfare plans
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