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Sponsor portfolioTH

WORLD RESOURCES INSTITUTE

EIN 52-1257057-non-profit organization management-Latest filing 2024
Plans
2
Retirement
1
$126.8M assets
Welfare
1
$1.3M premiums
Participants
1,806
10 G STREET NORTHEAST - WASHINGTON, DC 20002202-729-7810wri.orgLinkedIn1001-5000 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$126.8M - 1,149 part#502Fully Insured-$1.3M - 978 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 978 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$510K
  • Long-term disability$510K
  • Dental$437K
  • Other$305K
  • Life$246K
  • Vision$67K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA59%
  • METROPOLITAN LIFE INSURANCE COMPANY36%
  • UNITEDHEALTHCARE INSURANCE COMPANY5%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • BOWMAN GASKINS FINANCIAL GROUP97%
  • MCCLELLAN, DAVID J3%
Total $139K2 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

WORLD RESOURCES INSTITUTE PENSION PLAN

403b

Assets$126.8M
Participants1,149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WORLD RESOURCES INSTITUTE WELFARE BENEFIT PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.3M
Covered lives978
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WORLD RESOURCES INSTITUTE PENSION PLAN403b$126.8M1,1492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WORLD RESOURCES INSTITUTE WELFARE BENEFIT PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$1.3M9782024
Retirement plans
Welfare plans
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