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Sponsor portfolioTH

APPRAISAL INSTITUTE

EIN 36-3739643-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$16.3M assets
Welfare
1
$296K premiums
Participants
176
200 W. MADISON STREET, SUITE #2000 - CHICAGO, IL 60606312-335-4119appraisalinstitute.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$16.3M - 106 part#501Mixed-$296K - 70 lives

Benefits portfolio analytics

1 plan / $296K premiums / 70 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY100%
  • VISION SERVICE PLAN0%
  • TRIONFO0%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
Total $296K4 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

APPRAISAL INSTITUTE RETIREMENT AND SAVINGS PLAN

401k

Assets$16.3M
Participants106
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

APPRAISAL INSTITUTE EMPLOYEE BENEFIT PLAN

Mixed - FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY

Premiums$296K
Covered lives70
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001APPRAISAL INSTITUTE RETIREMENT AND SAVINGS PLAN401k$16.3M1062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501APPRAISAL INSTITUTE EMPLOYEE BENEFIT PLANMixedFAIR AMERICAN INSURANCE AND REINSURANCE COMPANY$296K702025
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