Assets by plan
Share of aggregate retirement assets
63%top
Sponsor portfolio
AMERICAN SOCIETY FOR ENGINEERING EDUCATION
EIN 37-0730118non-profit organization managementLatest filing 2025
Plans
3
Retirement
2
$8.6M assets
Welfare
1
$861K premiums
Participants
253
1818 N STREET NW, SUITE 600 - WASHINGTON, DC 20036202-946-1052asee.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $8.6M assets / 176 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $861K premiums / 74 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$784K
- Dental$52K
- Other$18K
- Life$17K
- Long-term disability$17K
- Vision$7K
Carrier market share
Premium dollars by Schedule A carrier
97%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY97%
- HARTFORD LIFE AND ACCIDENT2%
- VISION SERVICE PLAN1%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
- UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Broker market share
Schedule A broker compensation
55%top
- HILB GROUP OF NEW ENGLAND55%
- AMWINS45%
- MARY THERESA FISHER0%
- ASSUREDPARTNERS0%
- TRACEY MATZ0%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
AMERICAN SOCIETY FOR ENGINEERING EDUCATION 403(B) TDA PLAN
403b
Assets$5.4M
Participants82
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ASEE DEFINED CONTRIBUTION RETIREMENT PLAN - PLAN 3
403b
Assets$3.2M
Participants94
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AMERICAN SOCIETY FOR ENGINEERING EDUCATION GROUP BENEFIT PLAN
Mewa - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$861K
Covered lives74
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AMERICAN SOCIETY FOR ENGINEERING EDUCATION 403(B) TDA PLAN | 403b | $5.4M | 82 | 2025 | |
| 001 | ASEE DEFINED CONTRIBUTION RETIREMENT PLAN - PLAN 3 | 403b | $3.2M | 94 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AMERICAN SOCIETY FOR ENGINEERING EDUCATION GROUP BENEFIT PLAN | Mewa | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $861K | 74 | 2025 |
Retirement plans
Welfare plans