Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
INTERNATIONAL FOUNDATION EMPLOYEE BENEFIT PLANS INC.
EIN 39-1034021human resourcesLatest filing 2024
Plans
4
Retirement
3
$77.9M assets
Welfare
1
$1.2M premiums
Participants
634
18700 W BLUEMOUND RD - BROOKFIELD, WI 530450069262-786-6700ifebp.orgLinkedIn51-200 employeeshuman resources
Retirement portfolio analytics
3 plans aggregated / $77.9M assets / 503 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.2M premiums / 145 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.1M
- Health$129K
- Life$129K
- Long-term disability$129K
- Other$129K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- SUN LIFE ASSURANCE COMPANY OF CANADA100%
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
INTERNATIONAL FOUNDATION EMPLOYEES RETIREMENT PLAN
TraditionalDB
Assets$51.6M
Participants314
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
INTERNATIONAL FOUNDATION EMPLOYEE THRIFT PLAN
401k
Assets$25.6M
Participants181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WELLNESS COUNCIL OF AMERICA RETIREMENT PLAN
403b
Assets$676K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
INTERNATIONAL FOUNDATION HEALTH CARE PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$1.2M
Covered lives145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | INTERNATIONAL FOUNDATION EMPLOYEES RETIREMENT PLAN | TraditionalDB | $51.6M | 314 | 2024 | |
| 002 | INTERNATIONAL FOUNDATION EMPLOYEE THRIFT PLAN | 401k | $25.6M | 181 | 2024 | |
| 001 | WELLNESS COUNCIL OF AMERICA RETIREMENT PLAN | 403b | $676K | 8 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | INTERNATIONAL FOUNDATION HEALTH CARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.2M | 145 | 2024 |
Retirement plans
Welfare plans