Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$512K
- Life$462K
- Vision$147K
- Other$53K
Sponsor portfolio
FIRST TRUST PORTFOLIOS L.P.
EIN 36-3768815Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$360.3M assets
Welfare
1
$1.2M premiums
Participants
2,188
120 E LIBERTY DRIVE, STE 400 - WHEATON, IL 60187630-765-8611
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 1,401 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA87%
- AMERITAS LIFE INSURANCE CORP.13%
Broker market share
Schedule A broker compensation
100%top
- NFP INSURANCE SERVICES INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FIRST TRUST PORTFOLIOS L.P. 401(K) PLAN
401k
Assets$360.3M
Participants1,206
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
FIRST TRUST PORTFOLIOS L.P. HEALTH AND WELFARE BENEFITS PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$1.2M
Covered lives1,401
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FIRST TRUST PORTFOLIOS L.P. 401(K) PLAN | 401k | $360.3M | 1,206 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | FIRST TRUST PORTFOLIOS L.P. HEALTH AND WELFARE BENEFITS PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1.2M | 1,401 | 2024 |
Retirement plans
Welfare plans