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Sponsor portfolio

NATIONAL FUTURES ASSOCIATION

EIN 36-2960981-financial services-Latest filing 2024
Plans
4
Retirement
1
$300.9M assets
Welfare
3
$7.8M premiums
Participants
2,260
320 S. CANAL STREET, SUITE 2400 - CHICAGO, IL 60606312-781-1300futures.orgLinkedIn501-1000 employeesfinancial services
Plans on this EIN
4 filings
#001401k-$300.9M - 850 part#502Mixed-$7.5M - 834 lives#501Fully Insured-$259K - 515 lives#503Self Funded-0 lives

Benefits portfolio analytics

3 plans / $7.8M premiums / 1,349 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.5M
  • Dental$7.5M
  • Life$259K
  • Other$259K
  • Long-term disability$198K
Total $7.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • HEALTH CARE SERVICE CORPORATION, A MUTUAL LEGAL RESERVE COMPANY97%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY0%
Total $7.8M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $2K1 slice

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$300.9M
Participants850
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$7.5M
Covered lives834
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$259K
Covered lives515
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$300.9M8502024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502NATIONAL FUTURES ASSOCIATION HEALTH PLANMixedHEALTH CARE SERVICE CORPORATION, A MUTUAL LEGAL RESERVE COMPANY$7.5M8342024
501NATIONAL FUTURES ASSOCIATION LIFE INSURANCE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$259K5152024
503NATIONAL FUTURES ASSOCIATION SEVERANCE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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