Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.3M
- Prescription drug$2.3M
- Other$194K
- Life$191K
- Short-term disability$191K
- Long-term disability$191K
- +2 more
Sponsor portfolio
SOCIETY OF ACTUARIES RESEARCH INSTITUTE
EIN 36-2136422Educational ServicesLatest filing 2024
Plans
2
Retirement
1
$67.2M assets
Welfare
1
$2.7M premiums
Participants
444
8770 WEST BRYN MAWR AVE, SUITE 1000 - CHICAGO, IL 60631847-706-3500
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.7M premiums / 251 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- UNUM LIFE INSURANCE COMPANY OF AMERICA7%
- DELTA DENTAL OF CALIFORNIA5%
- VISION SERVICE PLAN1%
- COMPSYCH0%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN
403b
Assets$67.2M
Participants290
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOCIETY OF ACTUARIES RESEARCH INSTITUTE WELFARE BENEFITS PLAN
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$2.7M
Covered lives251
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN | 403b | $67.2M | 290 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOCIETY OF ACTUARIES RESEARCH INSTITUTE WELFARE BENEFITS PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $2.7M | 251 | 2024 |
Retirement plans
Welfare plans