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  2. CARNEGIE INSTITUTION OF WASHINGTON
Sponsor portfolioTH

CARNEGIE INSTITUTION OF WASHINGTON

EIN 53-0196523-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$319.8M assets
Welfare
1
$522K premiums
Participants
2,453
5241 BROAD BRANCH ROAD, NW - WASHINGTON, DC 20015202-939-1113
Plans on this EIN
3 filings
#001TargetBenefit-$241.7M - 1,207 part#002403b-$78.0M - 855 part#510Mixed-$522K - 410 lives

Retirement portfolio analytics

2 plans aggregated / $319.8M assets / 2,062 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • WASHINGTON RETIREMENT PLAN (#001)76%
  • ANNUITY (SRA) PLAN (#002)24%
Total $319.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WASHINGTON RETIREMENT PLAN (#001)1,207
  • ANNUITY (SRA) PLAN (#002)855
Total 2,062Click row to drill in

Benefits portfolio analytics

1 plan / $522K premiums / 410 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$312K
  • Dental$210K
  • Life$133K
  • Long-term disability$130K
Total $522K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • STANDARD INSURANCE COMPANY57%
  • DELTA DENTAL OF CALIFORNIA40%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
Total $522K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AP BENEFIT ADVISORS, LLC100%
Total $46K1 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

CARNEGIE INSTITUTION OF WASHINGTON RETIREMENT PLAN

TargetBenefit

Assets$241.7M
Participants1,207
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN

403b

Assets$78.0M
Participants855
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

CARNEGIE INSTITUTION OF WASHINGTON HEALTH AND WELFARE PLAN

Mixed - DELTA DENTAL OF DISTRICT OF COLUMBIA

Premiums$522K
Covered lives410
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CARNEGIE INSTITUTION OF WASHINGTON RETIREMENT PLANTargetBenefit$241.7M1,2072025
002CARNEGIE INSTITUTION OF WASHINGTON SUPPLEMENTAL RETIREMENT ANNUITY (SRA) PLAN403b$78.0M8552025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510CARNEGIE INSTITUTION OF WASHINGTON HEALTH AND WELFARE PLANMixedDELTA DENTAL OF DISTRICT OF COLUMBIA$522K4102024
Retirement plans
Welfare plans
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