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Sponsor portfolioTH

NAVAL ACADEMY ATHLETIC ASSOCIATION

EIN 52-0613669-sports-Latest filing 2025
Plans
4
Retirement
2
$66.7M assets
Welfare
2
$2.0M premiums
Participants
724
566 BROWNSON RD - ANNAPOLIS, MD 21402410-293-8732armynavygame.comLinkedIn51-200 employeessports
Plans on this EIN
4 filings
#002403b-$63.3M - 467 part#001TraditionalDB-$3.5M - 19 part#501Fully Insured-$1.9M - 401 lives#502Mixed-$97K - 15 lives

Retirement portfolio analytics

2 plans aggregated / $66.7M assets / 486 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • ASSOCIATION RETIREMENT PLAN (#002)95%
  • OF THE NAAA (#001)5%
Total $66.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATION RETIREMENT PLAN (#002)467
  • OF THE NAAA (#001)19
Total 486Click row to drill in

Benefits portfolio analytics

2 plans / $2.0M premiums / 416 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
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNITEDHEALTHCARE INSURANCE COMPANY93%
  • HARTFORD LIFE AND ACCIDENT7%
Total $1.9M2 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • MARSH & MCLENNAN AGENCY LLC94%
  • JAMES R NELLIGAN & ASSOCIATES LLC6%
  • WILLIAM A GRAHAM COMPANY0%
Total $115K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

NAVAL ACADEMY ATHLETIC ASSOCIATION RETIREMENT PLAN

403b

Assets$63.3M
Participants467
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RETIREMENT PLAN FOR EMPLOYEES OF THE NAAA

TraditionalDB

Assets$3.5M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE NAVAL ACADEMY ATHLETIC ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.9M
Covered lives401
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

GROUP HEALTH BENEFITS FOR ELIGIBLE RETIREES OF THE NAVAL ACADEMY ATHLETIC ASSOCIATION

Mixed - HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY

Premiums$97K
Covered lives15
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NAVAL ACADEMY ATHLETIC ASSOCIATION RETIREMENT PLAN403b$63.3M4672024
001RETIREMENT PLAN FOR EMPLOYEES OF THE NAAATraditionalDB$3.5M192025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE NAVAL ACADEMY ATHLETIC ASSOCIATION HEALTH AND WELFARE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.9M4012025
502GROUP HEALTH BENEFITS FOR ELIGIBLE RETIREES OF THE NAVAL ACADEMY ATHLETIC ASSOCIATIONMixedHARTFORD LIFE AND ACCIDENT INSURANCE COMPANY$97K152024
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