Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INDIANA HISTORICAL SOCIETY
EIN 35-0876384museums and institutionsLatest filing 2025
Plans
3
Retirement
2
$15.4M assets
Welfare
1
Participants
341
450 WEST OHIO STREET - INDIANAPOLIS, IN 46202317-234-7640indianahistory.orgLinkedIn51-200 employeesmuseums and institutions
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $15.4M assets / 294 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
60%top
- AMERICAN UNITED LIFE INSURANCE CO60%
- (Not disclosed)40%
Participants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
INDIANA HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN
MoneyPurchase
Assets$9.3M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
INDIANA HISTORICAL SOCIETY TAX DEFERRED ANNUITY PLAN
403b
Assets$6.1M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE HEALTH AND WELFARE BENEFIT PLAN OF INDIANA HISTORICAL SOCIETY, INC.
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | INDIANA HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | MoneyPurchase | $9.3M | 147 | 2025 | |
| 004 | INDIANA HISTORICAL SOCIETY TAX DEFERRED ANNUITY PLAN | 403b | $6.1M | 147 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE HEALTH AND WELFARE BENEFIT PLAN OF INDIANA HISTORICAL SOCIETY, INC. | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans