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Sponsor portfolioTH

MISSOURI HISTORICAL SOCIETY

EIN 43-0654866-museums and institutions-Latest filing 2024
Plans
4
Retirement
2
$24.2M assets
Welfare
2
$1.4M premiums
Participants
943
P.O. BOX 775460 - ST. LOUIS, MO 63177314-454-3105mohistory.orgLinkedIn201-500 employeesmuseums and institutions
Plans on this EIN
4 filings
#003403b-$14.2M - 365 part#002MoneyPurchase-$10.0M - 288 part#502Fully Insured-$1.2M - 134 lives#505Fully Insured-$198K - 172 lives

Retirement portfolio analytics

2 plans aggregated / $24.2M assets / 653 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • MISSOURI HISTORICAL SOCIETY (#003)59%
  • HISTORICAL SOCIETY PENSION (#002)41%
Total $24.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
59%top
  • (Not disclosed)59%
  • TIAA41%
Total $24.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MISSOURI HISTORICAL SOCIETY (#003)365
  • HISTORICAL SOCIETY PENSION (#002)288
Total 653Click row to drill in

Benefits portfolio analytics

2 plans / $1.4M premiums / 306 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$186K
  • Life$186K
  • Short-term disability$186K
  • Long-term disability$186K
  • Other$186K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY85%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA14%
  • EYEMED VISION CARE1%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $19K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF MISSOURI HISTORICAL SOCIETY

403b

Assets$14.2M
Participants365
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MISSOURI HISTORICAL SOCIETY PENSION PLAN

MoneyPurchase

Assets$10.0M
Participants288
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MISSOURI HISTORICAL SOCIETY MEDICAL BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives134
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

MISSOURI HISTORICAL SOCIETY WELFARE PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$198K
Covered lives172
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF MISSOURI HISTORICAL SOCIETY403b$14.2M3652024
002MISSOURI HISTORICAL SOCIETY PENSION PLANMoneyPurchase$10.0M2882024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MISSOURI HISTORICAL SOCIETY MEDICAL BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.2M1342024
505MISSOURI HISTORICAL SOCIETY WELFARE PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$198K1722024
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