Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans aggregated / $25.1M assets / 660 participants
Share of aggregate retirement assets
Active + retired + deferred vested
2 plans / $1.7M premiums / 355 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
403(b)
Money purchase
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Fully insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF MISSOURI HISTORICAL SOCIETY | 403(b) | $14.1M | 367 | 2025 |
| #002 | MISSOURI HISTORICAL SOCIETY PENSION PLAN | Money purchase | $11.0M | 293 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | MISSOURI HISTORICAL SOCIETY MEDICAL BENEFIT PLAN | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.5M | 181 | 2025 |
| #505 | MISSOURI HISTORICAL SOCIETY WELFARE PLAN | Fully insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $211K | 174 | 2025 |