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Sponsor portfolioTH

FEDERAL REALTY OP LP

EIN 52-0782497-Real Estate and Rental and Leasing-Latest filing 2024
Plans
2
Retirement
1
$76.9M assets
Welfare
1
$907K premiums
Participants
756
909 ROSE AVENUE SUITE 200 - ROCKVILLE, MD 208528100301-998-8100
Plans on this EIN
2 filings
#001401k-$76.9M - 434 part#501Mixed-$907K - 305 lives

Benefits portfolio analytics

1 plan / $907K premiums / 305 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$462K
  • Other$404K
  • Life$402K
  • Short-term disability$402K
  • Long-term disability$402K
  • Vision$41K
Total $907K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • RELIASTAR LIFE INSURANCE COMPANY51%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA45%
  • UNITED HEALTHCARE INSURANCE COMPANY5%
Total $907K3 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • ALTERITY GROUP63%
  • MARSH & MCLENNAN AGENCY LLC36%
  • RINGMASTER INSURANCE AGENCY LLC1%
Total $132K3 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

FEDERAL REALTY INVESTMENT TRUST SAVINGS AND RETIREMENT 401(K) PLAN

401k

Assets$76.9M
Participants434
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FEDERAL REALTY INVESTMENT TRUST WELFARE BENEFIT PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$907K
Covered lives305
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FEDERAL REALTY INVESTMENT TRUST SAVINGS AND RETIREMENT 401(K) PLAN401k$76.9M4342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FEDERAL REALTY INVESTMENT TRUST WELFARE BENEFIT PLANMixedRELIASTAR LIFE INSURANCE COMPANY$907K3052024
Retirement plans
Welfare plans
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