Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES
EIN 53-0210807museums and institutionsLatest filing 2025
Plans
3
Retirement
2
$46.3M assets
Welfare
1
$3.9M premiums
Participants
1,210
600 14TH STREET NW, SUITE 500 - WASHINGTON, DC 20005202-588-6000LinkedIn1-10 employeesmuseums and institutions
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $46.3M assets / 1,001 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.9M premiums / 352 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.6M
- Vision$3.6M
- Prescription drug$3.6M
- Dental$195K
- Other$83K
- Life$67K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
91%top
- UNITEDHEALTHCARE INSURANCE COMPANY91%
- METROPOLITAN LIFE INSURANCE COMPANY5%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
- +1 more
Broker market share
Schedule A broker compensation
96%top
- MERCER HEALTH AND BENEFITS, LLC96%
- CHRISTINE M. MCCULLUGH3%
- THE ALLEN J FLOOD COMPANIES, INC.1%
- RICHARD UELTSCHI0%
- LOUISE SEIRMARCO YALE0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE US 403(B) PLAN
403b
Assets$25.2M
Participants479
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NATIONAL TRUST FOR HISTORIC PRESERVATION DEFINED CONTRIBUTION PENSION PLAN
MoneyPurchase
Assets$21.1M
Participants522
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
GROUP HEALTH INSURANCE PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.9M
Covered lives352
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE US 403(B) PLAN | 403b | $25.2M | 479 | 2024 | |
| 002 | NATIONAL TRUST FOR HISTORIC PRESERVATION DEFINED CONTRIBUTION PENSION PLAN | MoneyPurchase | $21.1M | 522 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | GROUP HEALTH INSURANCE PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $3.9M | 352 | 2025 |
Retirement plans
Welfare plans