Sponsor portfolio

AMERICAN BAR ASSOCIATION

EIN 36-0723150legal servicesLatest filing 2024

Plans

Retirement

$299.0M assets

Welfare

$2.0M premiums

Participants

3,558

321 N CLARK STREET - CHICAGO, IL 60654312-988-5000americanbar.orgLinkedIn501-1000 employeeslegal services

Plans on this EIN

3 filings

#002401k-$211.7M - 1,766 part #001TraditionalDB-$87.3M - 653 part #501Fully Insured-$2.0M - 1,139 lives

Retirement portfolio analytics

2 plans aggregated / $299.0M assets / 2,419 participants

Assets by plan

Share of aggregate retirement assets

71%top

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $2.0M premiums / 1,139 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$1.4M
Prescription drug$1.4M
Dental$966K
Other$535K
Life$478K
Long-term disability$478K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

47%top

BLUE CROSS OF CALIFORNIA47%
UNUM LIFE INSURANCE COMPANY OF AMERICA24%
KAISER FOUNDATION HEALTH PLAN INC21%
UNITEDHEALTHCARE INSURANCE COMPANY4%
LIFE INSURANCE COMPANY OF NORTH AMERICA3%
+1 more

Broker market share

Schedule A broker compensation

Split broker

57%top

GALLAGHER BENEFIT SERVICES, INC.57%
USI INSURANCE SERVICES LLC43%
TRUVERIS, INC0%

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Retirement#002

THRIFT PLAN FOR EMPLOYEES OF THE AMERICAN BAR ASSOCIATION AND AFFILIATES

401k

Assets$211.7M

Participants1,766

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#001

A-E-F-C PENSION PLAN

TraditionalDB

Assets$87.3M

Participants653

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501