Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AMERICAN LEGION NATIONAL HEADQUARTERS
EIN 35-0144250civic & social organizationLatest filing 2025
Plans
6
Retirement
3
$91.1M assets
Welfare
3
$874K premiums
Participants
1,782
Retirement portfolio analytics
3 plans aggregated / $91.1M assets / 1,204 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $874K premiums / 471 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$804K
- Dental$804K
- Vision$804K
- Long-term disability$50K
- Life$20K
Carrier market share
Premium dollars by Schedule A carrier
92%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
- LIFE INSURANCE COMPANY OF NORTH AMERICA8%
Broker market share
Schedule A broker compensation
100%top
- JIMMY A LUTHER100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF
TraditionalDB
Assets$61.8M
Participants593
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE AMERICAN LEGION EMPLOYEES SALARY SAVINGS PLAN
401k
Assets$20.9M
Participants303
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
THE AMERICAN LEGION NATIONAL HEADQUARTERS EMPLOYEES' RETIREMENT PLAN
TraditionalDB
Assets$8.4M
Participants308
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AMERICAN LEGION GROUP HEALTH PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$804K
Covered lives258
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
AMERICAN LEGION GROUP HEALTH & LIFE INSURANCE PLAN
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$70K
Covered lives213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
AMERICAN LEGION ALCOHOL AND DRUG ABUSE REHABILITATION PROGRAM
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AMERICAN LEGION RETIREMENT PLAN FOR EMPLOYEES OF THE NATIONAL HEADQUARTERS & SUBORDINATE GROUPS THEREOF | TraditionalDB | $61.8M | 593 | 2024 | |
| 002 | THE AMERICAN LEGION EMPLOYEES SALARY SAVINGS PLAN | 401k | $20.9M | 303 | 2024 | |
| 003 | THE AMERICAN LEGION NATIONAL HEADQUARTERS EMPLOYEES' RETIREMENT PLAN | TraditionalDB | $8.4M | 308 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AMERICAN LEGION GROUP HEALTH PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $804K | 258 | 2025 | |
| 502 | AMERICAN LEGION GROUP HEALTH & LIFE INSURANCE PLAN | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $70K | 213 | 2025 | |
| 505 | AMERICAN LEGION ALCOHOL AND DRUG ABUSE REHABILITATION PROGRAM | Unknown | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans