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Sponsor portfolioTH

MUNICIPAL SECURITIES RULEMAKING BOARD

EIN 52-1042433-financial services-Latest filing 2025
Plans
2
Retirement
1
$57.5M assets
Welfare
1
$2.4M premiums
Participants
282
1300 I STREET NW, SUITE 1000 - WASHINGTON, DC 200053314202-838-1500msrb.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#002401k-$57.5M - 168 part#501Fully Insured-$2.4M - 114 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 114 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Dental$2.2M
  • Vision$2.2M
  • Prescription drug$2.2M
  • Life$225K
  • Short-term disability$225K
  • +2 more
Total $2.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY91%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA9%
Total $2.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • USI INSURANCE SERVICES LLC55%
  • KELLY & ASSOCIATES INSURANCE GROUP45%
Total $169K2 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

MSRB 401(K) RETIREMENT PLAN

401k

Assets$57.5M
Participants168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MUNICIPAL SECURITIES RULEMAKING BOARD HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$2.4M
Covered lives114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MSRB 401(K) RETIREMENT PLAN401k$57.5M1682025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MUNICIPAL SECURITIES RULEMAKING BOARD HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$2.4M1142025
Retirement plans
Welfare plans
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