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Sponsor portfolioTH

ASSOCIATION FOR TALENT DEVELOPMENT

EIN 39-0852310-Latest filing 2025
Plans
2
Retirement
1
$31.1M assets
Welfare
1
$2.1M premiums
Participants
391
1640 KING STREET - ALEXANDRIA, VA 22314703-683-8187
Plans on this EIN
2 filings
#001403b-$31.1M - 233 part#502Fully Insured-$2.1M - 278 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 278 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Prescription drug$1.7M
  • Dental$121K
  • Short-term disability$55K
  • Other$50K
  • Life$48K
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • BLUE CROSS OF CALIFORNIA84%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA7%
  • DELTA DENTAL OF CALIFORNIA6%
  • HARTFORD LIFE AND ACCIDENT2%
  • EYEMED VISION CARE1%
  • +1 more
Total $2.1M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $113K1 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

ATD 403(B) EMPLOYEE SAVINGS PLAN

403b

Assets$31.1M
Participants233
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ASSOCIATION FOR TALENT DEVELOPMENT EMPLOYEE BENEFITS PLAN

Fully Insured - CAREFIRST BLUECHOICE, INC.

Premiums$2.1M
Covered lives278
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ATD 403(B) EMPLOYEE SAVINGS PLAN403b$31.1M2332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ASSOCIATION FOR TALENT DEVELOPMENT EMPLOYEE BENEFITS PLANFully InsuredCAREFIRST BLUECHOICE, INC.$2.1M2782025
Retirement plans
Welfare plans
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