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AMERICAN BANKERS ASSOCIATION

EIN 52-1001304-banking-Latest filing 2024
Plans
4
Retirement
1
$197.9M assets
Welfare
3
$1.8M premiums
Participants
1,508
1333 NEW HAMPSHIRE AVENUE, NW - WASHINGTON, DC 20036202-663-5000aba.comLinkedIn201-500 employeesbanking
Plans on this EIN
4 filings
#002401k-$197.9M - 516 part#505Mixed-$1.2M - 554 lives#501Mixed-$653K - 554 lives#503Fully Insured-355 lives

Benefits portfolio analytics

3 plans / $1.8M premiums / 1,463 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.1M
  • Life$645K
  • Stop-loss$225K
  • Long-term disability$161K
  • Vision$49K
Total $1.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • UNITEDHEALTHCARE INSURANCE COMPANY41%
  • METROPOLITAN LIFE INSURANCE COMPANY35%
  • SYMETRA LIFE INSURANCE COMPANY12%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY9%
  • VISION SERVICE PLAN3%
  • +1 more
Total $1.8M6 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • AP BENEFIT ADVISORS, LLC48%
  • ASSUREDPARTNERS21%
  • PENSIONMARK SECURITIES LLC19%
  • AON CONSULTING INC7%
  • MERCER HEALTH AND BENEFITS, LLC5%
Total $114K5 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

EMPLOYEES' THRIFT PLAN OF THE AMERICAN BANKERS ASSOCIATION

401k

Assets$197.9M
Participants516
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

AMERICAN BANKERS ASSOCIATION RETIREE MEDICAL LIFE INSURANCE PLAN

Mixed - SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC.

Premiums$1.2M
Covered lives554
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

AMERICAN BANKERS ASSOCIATION HEALTH & WELFARE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$653K
Covered lives554
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

TRAVEL ACCIDENT INSURANCE PLAN OF THE AMERICAN BANKERS ASSOCIATION

Fully Insured - HARTFORD FIRE INSURANCE COMPANY

Premiums$0
Covered lives355
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002EMPLOYEES' THRIFT PLAN OF THE AMERICAN BANKERS ASSOCIATION401k$197.9M5162024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
505AMERICAN BANKERS ASSOCIATION RETIREE MEDICAL LIFE INSURANCE PLANMixedSIERRA HEALTH AND LIFE INSURANCE COMPANY, INC.$1.2M5542024
501AMERICAN BANKERS ASSOCIATION HEALTH & WELFARE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$653K5542024
503TRAVEL ACCIDENT INSURANCE PLAN OF THE AMERICAN BANKERS ASSOCIATIONFully InsuredHARTFORD FIRE INSURANCE COMPANY$03552024
Retirement plans
Welfare plans
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