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  1. Companies/
  2. National Association of Realtors
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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National Association of Realtors

EIN 36-1520690-real estate-Latest filing 2024
Plans
3
Retirement
2
$225.5M assets
Health & Benefits
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
#002401(k)-$139.6M - 733 part#001Money purchase-$85.8M - 524 part#501Mixed-$1.4M - 532 lives

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

Retirement portfolio analytics

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

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#002)$139.6M
  • OF REALTORS PENSION (#001)$85.8M
Total $225.5MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • CHARLES SCHWAB & CO., INC.$225.5M
Total $225.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)733
  • OF REALTORS PENSION (#001)524
Total 1,257Select a row to open it

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
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Plan summaries

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

Retirement#002

NATIONAL ASSOCIATION OF REALTORS SALARY REDUCTION PROFIT SHARING PLAN

401(k)

Assets$139.6M
Participants733
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

NATIONAL ASSOCIATION OF REALTORS PENSION PLAN

Money purchase

Assets$85.8M
Participants524
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

NATIONAL ASSOCIATION OF REALTORS GROUP BENEFITS

Mixed - AETNA HEALTH

Premiums$1.4M
Covered lives532
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002NATIONAL ASSOCIATION OF REALTORS SALARY REDUCTION PROFIT SHARING PLAN401(k)$139.6M7332024
#001NATIONAL ASSOCIATION OF REALTORS PENSION PLANMoney purchase$85.8M5242024
  • NATIONAL ASSOCIATION OF REALTORS SALARY REDUCTION PROFIT SHARING PLAN$139.6M
    #002 · 401(k) · 2024733
  • NATIONAL ASSOCIATION OF REALTORS PENSION PLAN$85.8M
    #001 · Money purchase · 2024524

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501NATIONAL ASSOCIATION OF REALTORS GROUP BENEFITSMixedAETNA HEALTH$1.4M5322024
  • NATIONAL ASSOCIATION OF REALTORS GROUP BENEFITS$1.4M
    #501 · Mixed · AETNA HEALTH · 2024532
Retirement plans
Health & Benefits plans

On this page

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