Assets by plan
Share of aggregate retirement assets
- OF THE NAAA (#001)$3.5M
Filings through .
Top hat
Naval Academy Athletic Association
EIN 52-0613669sportsLatest filing 2025
Plans
4
Retirement
2
$74.0M assets
Health & Benefits
2
$2.0M premiums
Participants
740
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $74.0M assets / 501 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $2.0M premiums / 418 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Dental$1.7M
- Vision$1.7M
- Life$135K
- Short-term disability$135K
- Long-term disability$135K
- +2 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
NAVAL ACADEMY ATHLETIC ASSOCIATION RETIREMENT PLAN
403(b)
Assets$70.6M
Participants482
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
RETIREMENT PLAN FOR EMPLOYEES OF THE NAAA
Traditional DB
Assets$3.5M
Participants19
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
THE NAVAL ACADEMY ATHLETIC ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.9M
Covered lives401
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
GROUP HEALTH BENEFITS FOR ELIGIBLE RETIREES OF THE NAVAL ACADEMY ATHLETIC ASSOCIATION
Mixed - HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY
Premiums$114K
Covered lives17
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | NAVAL ACADEMY ATHLETIC ASSOCIATION RETIREMENT PLAN | 403(b) | $70.6M | 482 | 2025 |
| #001 | RETIREMENT PLAN FOR EMPLOYEES OF THE NAAA | Traditional DB | $3.5M | 19 | 2025 |
- #002 · 403(b) · 2025482
- #001 · Traditional DB · 202519
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | THE NAVAL ACADEMY ATHLETIC ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.9M | 401 | 2025 |
| #502 | GROUP HEALTH BENEFITS FOR ELIGIBLE RETIREES OF THE NAVAL ACADEMY ATHLETIC ASSOCIATION | Mixed | HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY | $114K | 17 | 2025 |
- #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025401
- #502 · Mixed · HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY · 202517
Retirement plans
Health & Benefits plans