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Sponsor portfolio

CHARITIES AID FOUNDATION AMERICA

EIN 43-1634280-Latest filing 2025
Plans
2
Retirement
1
$6.7M assets
Welfare
1
$142K premiums
Participants
283
225 REINEKERS LN, SUITE 375 - ALEXANDRIA, VA 22314202-793-2232
Plans on this EIN
2 filings
#001401k-$6.7M - 154 part#505Fully Insured-$142K - 129 lives

Benefits portfolio analytics

1 plan / $142K premiums / 129 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$142K
  • Short-term disability$142K
  • Long-term disability$142K
  • Other$142K
Total $142K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $142K1 slice

Broker market share

Schedule A broker compensation

Split broker
60%top
  • DIGITAL INSURANCE LLC60%
  • CENTRO BENEFITS RESEARCH LLC28%
  • MARSH & MCLENNAN AGENCY LLC12%
Total $19K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CHARITIES AID FOUNDATION AMERICA 401(K) PROFIT SHARING PLAN

401k

Assets$6.7M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

CHARITIES AID FOUNDATION AMERICA

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$142K
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHARITIES AID FOUNDATION AMERICA 401(K) PROFIT SHARING PLAN401k$6.7M1542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505CHARITIES AID FOUNDATION AMERICAFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$142K1292025
Retirement plans
Welfare plans
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