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Sponsor portfolio

SPECIAL OLYMPICS, INC.

EIN 52-0889518-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$30.8M assets
Welfare
1
$3.6M premiums
Participants
603
2600 VIRGINIA AVE NW, 11TH FLOOR - WASHINGTON, DC 20037202-628-3630specialolympics.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
3 filings
#333401k-$21.1M - 295 part#002403b-$9.7M - 69 part#501Mixed-$3.6M - 520 lives

Retirement portfolio analytics

2 plans aggregated / $30.8M assets / 364 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • INC. RETIREMENT PLAN (#333)69%
  • OLYMPICS, INC. 403(B) (#002)31%
Total $30.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#333)295
  • OLYMPICS, INC. 403(B) (#002)69
Total 364Click row to drill in

Benefits portfolio analytics

1 plan / $3.6M premiums / 520 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Dental$171K
  • Other$156K
  • Life$138K
  • Long-term disability$138K
  • Vision$18K
Total $3.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITEDHEALTHCARE INSURANCE COMPANY90%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA4%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $3.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • JAMES R NELLIGAN & ASSOCIATES LLC65%
  • MARSH & MCLENNAN AGENCY LLC35%
Total $11K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#333

SPECIAL OLYMPICS, INC. RETIREMENT PLAN

401k

Assets$21.1M
Participants295
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SPECIAL OLYMPICS, INC. 403(B) PLAN

403b

Assets$9.7M
Participants69
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SPECIAL OLYMPICS INC HEALTH AND WELFARE BENEFITS PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.6M
Covered lives520
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
333SPECIAL OLYMPICS, INC. RETIREMENT PLAN401k$21.1M2952024
002SPECIAL OLYMPICS, INC. 403(B) PLAN403b$9.7M692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SPECIAL OLYMPICS INC HEALTH AND WELFARE BENEFITS PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$3.6M5202025
Retirement plans
Welfare plans
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