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Sponsor portfolioTH

INSTITUTE FOR DEFENSE ANALYSES

EIN 53-0233247-defense & space-Latest filing 2024
Plans
3
Retirement
2
$1.50B assets
Welfare
1
$3.3M premiums
Participants
6,682
730 EAST GLEBE ROAD - ALEXANDRIA, VA 22305703-845-2090ida.orgLinkedIn1001-5000 employeesdefense & space
Plans on this EIN
3 filings
#002403b-$875.1M - 2,843 part#003403b-$627.6M - 2,259 part#503Mixed-$3.3M - 1,580 lives

Retirement portfolio analytics

2 plans aggregated / $1.50B assets / 5,102 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • DEFERRED ANNUITY PLAN (#002)58%
  • QUALIFIED RETIREMENT PLAN (#003)42%
Total $1.50BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • TIAA100%
Total $1.50BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFERRED ANNUITY PLAN (#002)2,843
  • QUALIFIED RETIREMENT PLAN (#003)2,259
Total 5,102Click row to drill in

Benefits portfolio analytics

1 plan / $3.3M premiums / 1,580 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Life$608K
  • Long-term disability$486K
  • Vision$131K
  • Other$85K
Total $3.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • KAISER FOUNDATION HEALTH PLAN INC60%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA34%
  • VISION SERVICE PLAN4%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $3.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • DIGITAL INSURANCE LLC99%
  • MERCER HEALTH AND BENEFITS, LLC1%
Total $165K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN

403b

Assets$875.1M
Participants2,843
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

INSTITUTE FOR DEFENSE ANALYSES QUALIFIED RETIREMENT PLAN

403b

Assets$627.6M
Participants2,259
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

INSTITUTE FOR DEFENSE ANALYSES GROUP BENEFITS PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES

Premiums$3.3M
Covered lives1,580
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN403b$875.1M2,8432024
003INSTITUTE FOR DEFENSE ANALYSES QUALIFIED RETIREMENT PLAN403b$627.6M2,2592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503INSTITUTE FOR DEFENSE ANALYSES GROUP BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES$3.3M1,5802024
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