PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Indiana Historical Society
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Indiana Historical Society

EIN 35-0876384-museums and institutions-Latest filing 2025
Plans
3
Retirement
2
$15.4M assets
Health & Benefits
1
Participants
341
450 WEST OHIO STREET - INDIANAPOLIS, IN 46202317-234-7640indianahistory.orgLinkedIn51-200 employeesmuseums and institutions
Plans on this EIN
3 filings
#003Money purchase-$9.3M - 147 part#004403(b)-$6.1M - 147 part#501Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $15.4M assets / 294 participants

Assets by plan

Share of aggregate retirement assets

  • CONTRIBUTION RETIREMENT PLAN (#003)$9.3M
  • DEFERRED ANNUITY PLAN (#004)$6.1M
Total $15.4MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • ONEAMERICA RETIREMENT SERVICES LLC$9.3M
  • (Not disclosed)$6.1M
Total $15.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#003)147
  • DEFERRED ANNUITY PLAN (#004)147
Total 294Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

INDIANA HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN

Money purchase

Assets$9.3M
Participants147
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

INDIANA HISTORICAL SOCIETY TAX DEFERRED ANNUITY PLAN

403(b)

Assets$6.1M
Participants147
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

THE HEALTH AND WELFARE BENEFIT PLAN OF INDIANA HISTORICAL SOCIETY, INC.

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003INDIANA HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLANMoney purchase$9.3M1472025
#004INDIANA HISTORICAL SOCIETY TAX DEFERRED ANNUITY PLAN403(b)$6.1M1472025
  • INDIANA HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN$9.3M
    #003 · Money purchase · 2025147
  • INDIANA HISTORICAL SOCIETY TAX DEFERRED ANNUITY PLAN$6.1M
    #004 · 403(b) · 2025147

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501THE HEALTH AND WELFARE BENEFIT PLAN OF INDIANA HISTORICAL SOCIETY, INC.Self-funded-$002025
  • THE HEALTH AND WELFARE BENEFIT PLAN OF INDIANA HISTORICAL SOCIETY, INC.$0
    #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica