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  2. NATIONAL GEOGRAPHIC SOCIETY
Sponsor portfolioTH

NATIONAL GEOGRAPHIC SOCIETY

EIN 53-0193519-non-profit organization management-Latest filing 2024
Plans
4
Retirement
3
$384.7M assets
Welfare
1
$2.7M premiums
Participants
2,847
1145 17TH STREET NW - WASHINGTON, DC 200364688202-807-3149nationalgeographic.orgLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
4 filings
#001TraditionalDB-$195.2M - 856 part#003401k-$162.3M - 1,202 part#002403b-$27.2M - 211 part#591Mixed-$2.7M - 725 lives

Retirement portfolio analytics

3 plans aggregated / $384.7M assets / 2,269 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • NATIONAL GEOGRAPHIC SOCIETY (#001)51%
  • 401(K) RETIREMENT Savings (#003)42%
  • 403(B) RETIREMENT Savings (#002)7%
Total $384.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#003)1,202
  • NATIONAL GEOGRAPHIC SOCIETY (#001)856
  • 403(B) RETIREMENT Savings (#002)211
Total 2,269Click row to drill in

Benefits portfolio analytics

1 plan / $2.7M premiums / 725 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$2.3M
  • Other$1.6M
  • Long-term disability$194K
  • Health$44K
Total $2.7M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA85%
  • STANDARD INSURANCE COMPANY7%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY3%
  • HAWAII MEDICAL SERVICE ASSOCIATION2%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
  • +2 more
Total $2.7M7 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $309K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EMPLOYEES' RETIREMENT PLAN OF THE NATIONAL GEOGRAPHIC SOCIETY

TraditionalDB

Assets$195.2M
Participants856
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

THE NATIONAL GEOGRAPHIC SOCIETY 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$162.3M
Participants1,202
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE NATIONAL GEOGRAPHIC SOCIETY 403(B) RETIREMENT SAVINGS PLAN

403b

Assets$27.2M
Participants211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#591

NATIONAL GEOGRAPHIC SOCIETY HEALTH AND WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$2.7M
Covered lives725
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001EMPLOYEES' RETIREMENT PLAN OF THE NATIONAL GEOGRAPHIC SOCIETYTraditionalDB$195.2M8562024
003THE NATIONAL GEOGRAPHIC SOCIETY 401(K) RETIREMENT SAVINGS PLAN401k$162.3M1,2022024
002THE NATIONAL GEOGRAPHIC SOCIETY 403(B) RETIREMENT SAVINGS PLAN403b$27.2M2112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
591NATIONAL GEOGRAPHIC SOCIETY HEALTH AND WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$2.7M7252024
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