Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$554K
- Life$503K
- Vision$160K
- Other$91K
Sponsor portfolio
FIRST TRUST PORTFOLIOS L.P.
EIN 36-3768815Latest filing 2025
Plans
2
Retirement
1
$360.3M assets
Welfare
1
$1.3M premiums
Participants
2,235
120 E. LIBERTY DRIVE, SUITE 400 - WHEATON, IL 60187800-621-1675
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 1,520 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA86%
- AMERITAS LIFE INSURANCE CORP.12%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
83%top
- TOTALIS BENEFITS83%
- NFP INSURANCE SERVICES INC17%
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$1.3M
Covered lives1,520
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 | $1.3M | 1,520 | 2025 |
Retirement plans
Welfare plans