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  1. Companies/
  2. National Trust for Historic Preservation in the United States
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

National Trust for Historic Preservation in the United States

EIN 53-0210807-museums and institutions-Latest filing 2025
Plans
3
Retirement
2
$50.8M assets
Health & Benefits
1
$3.9M premiums
Participants
1,231
600 14TH ST NW, SUITE 500 - WASHINGTON, DC 20005202-588-6000LinkedIn1-10 employeesmuseums and institutions
Plans on this EIN
3 filings
#001403(b)-$27.9M - 487 part#002Money purchase-$22.9M - 535 part#503Mixed-$3.9M - 352 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $50.8M assets / 1,022 participants

Assets by plan

Share of aggregate retirement assets

  • THE US 403(B) (#001)$27.9M
  • DEFINED CONTRIBUTION PENSION (#002)$22.9M
Total $50.8MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • DEFINED CONTRIBUTION PENSION (#002)535
  • THE US 403(B) (#001)487
Total 1,022Select a row to open it

Benefits portfolio analytics

1 plan / $3.9M premiums / 352 covered lives

Coverage 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
Total $3.9M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE US 403(B) PLAN

403(b)

Assets$27.9M
Participants487
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

NATIONAL TRUST FOR HISTORIC PRESERVATION DEFINED CONTRIBUTION PENSION PLAN

Money purchase

Assets$22.9M
Participants535
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

GROUP HEALTH INSURANCE PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.9M
Covered lives352
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE US 403(B) PLAN403(b)$27.9M4872025
#002NATIONAL TRUST FOR HISTORIC PRESERVATION DEFINED CONTRIBUTION PENSION PLANMoney purchase$22.9M5352025
  • NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE US 403(B) PLAN$27.9M
    #001 · 403(b) · 2025487
  • NATIONAL TRUST FOR HISTORIC PRESERVATION DEFINED CONTRIBUTION PENSION PLAN$22.9M
    #002 · Money purchase · 2025535

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503GROUP HEALTH INSURANCE PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$3.9M3522025
  • GROUP HEALTH INSURANCE PLAN$3.9M
    #503 · Mixed · UNITEDHEALTHCARE INSURANCE COMPANY · 2025352
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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