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Sponsor portfolio

NATIONAL FUTURES ASSOCIATION

EIN 36-2960981-financial services-Latest filing 2025
Plans
4
Retirement
1
$335.9M assets
Welfare
3
$9.0M premiums
Participants
2,329
320 S. CANAL STREET, SUITE 2400 - CHICAGO, IL 60606312-781-1300futures.orgLinkedIn501-1000 employeesfinancial services
Plans on this EIN
4 filings
#001401k-$335.9M - 873 part#502Mixed-$8.7M - 895 lives#501Fully Insured-$377K - 528 lives#503Self Funded-0 lives

Benefits portfolio analytics

3 plans / $9.0M premiums / 1,423 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.7M
  • Dental$8.7M
  • Other$377K
  • Life$342K
  • Long-term disability$259K
Total $9.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • HEALTH CARE SERVICE CORPORATION, A MUTUAL LEGAL RESERVE COMPANY96%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY0%
Total $9.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • GREGORY W. NETTLETON61%
  • MERCER HEALTH AND BENEFITS, LLC39%
Total $12K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NATIONAL FUTURES ASSOCIATION EMPLOYEE RETIREMENT SAVINGS PLAN

401k

Assets$335.9M
Participants873
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

NATIONAL FUTURES ASSOCIATION HEALTH PLAN

Mixed - HEALTH CARE SERVICE CORPORATION, A MUTUAL LEGAL RESERVE COMPANY

Premiums$8.7M
Covered lives895
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

NATIONAL FUTURES ASSOCIATION LIFE INSURANCE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$377K
Covered lives528
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

NATIONAL FUTURES ASSOCIATION SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NATIONAL FUTURES ASSOCIATION EMPLOYEE RETIREMENT SAVINGS PLAN401k$335.9M8732025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502NATIONAL FUTURES ASSOCIATION HEALTH PLANMixedHEALTH CARE SERVICE CORPORATION, A MUTUAL LEGAL RESERVE COMPANY$8.7M8952025
501NATIONAL FUTURES ASSOCIATION LIFE INSURANCE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$377K5282025
503NATIONAL FUTURES ASSOCIATION SEVERANCE PLANSelf Funded-$002025
Retirement plans
Welfare plans
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