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Sponsor portfolioTH

NATIONAL ASSOCIATION OF REALTORS

EIN 36-1520690-real estate-Latest filing 2024
Plans
3
Retirement
2
$225.5M assets
Welfare
1
$1.4M premiums
Participants
1,789
430 N. MICHIGAN AVE - CHICAGO, IL 60611312-329-8260nar.realtorLinkedIn201-500 employeesreal estate
Plans on this EIN
3 filings
#002401k-$139.6M - 733 part#001MoneyPurchase-$85.8M - 524 part#501Mixed-$1.4M - 532 lives

Retirement portfolio analytics

2 plans aggregated / $225.5M assets / 1,257 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • PROFIT SHARING PLAN (#002)62%
  • OF REALTORS PENSION (#001)38%
Total $225.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • CHARLES SCHWAB & CO., INC.100%
Total $225.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)733
  • OF REALTORS PENSION (#001)524
Total 1,257Click row to drill in

Benefits portfolio analytics

1 plan / $1.4M premiums / 532 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$191K
  • Life$173K
  • Short-term disability$100K
  • Other$22K
Total $1.4M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • AETNA LIFE INSURANCE COMPANY67%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA33%
Total $1.4M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AON CONSULTING INC100%
Total $6K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

NATIONAL ASSOCIATION OF REALTORS SALARY REDUCTION PROFIT SHARING PLAN

401k

Assets$139.6M
Participants733
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

NATIONAL ASSOCIATION OF REALTORS PENSION PLAN

MoneyPurchase

Assets$85.8M
Participants524
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NATIONAL ASSOCIATION OF REALTORS GROUP BENEFITS

Mixed - AETNA HEALTH

Premiums$1.4M
Covered lives532
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NATIONAL ASSOCIATION OF REALTORS SALARY REDUCTION PROFIT SHARING PLAN401k$139.6M7332024
001NATIONAL ASSOCIATION OF REALTORS PENSION PLANMoneyPurchase$85.8M5242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NATIONAL ASSOCIATION OF REALTORS GROUP BENEFITSMixedAETNA HEALTH$1.4M5322024
Retirement plans
Welfare plans
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