PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. NATIONAL TREASURY EMPLOYEES UNION
Sponsor portfolioTH

NATIONAL TREASURY EMPLOYEES UNION

EIN 53-0244795-public policy-Latest filing 2025
Plans
3
Retirement
2
$84.4M assets
Welfare
1
$3.6M premiums
Participants
510
800 K ST NW STE 1000 - WASHINGTON, DC 200018022202-572-5500nteu.orgLinkedIn51-200 employeespublic policy
Plans on this EIN
3 filings
#001401k-$67.2M - 202 part#002MoneyPurchase-$17.2M - 181 part#503Fully Insured-$3.6M - 285 lives

Retirement portfolio analytics

2 plans aggregated / $84.4M assets / 383 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • N.T.E.U. 401(K) (#001)80%
  • MONEY PURCHASE PLAN (#002)20%
Total $84.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • THE VANGUARD GROUP, INC.100%
Total $84.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • N.T.E.U. 401(K) (#001)202
  • MONEY PURCHASE PLAN (#002)181
Total 383Click row to drill in

Benefits portfolio analytics

1 plan / $3.6M premiums / 285 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Dental$195K
  • Vision$195K
  • Life$147K
  • Other$147K
  • Long-term disability$138K
  • +1 more
Total $3.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY91%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • SUN LIFE ASSURANCE COMPANY OF CANADA4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $3.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
  • DICE INSURANCE INC0%
  • TRACEY MATZ0%
  • KATCHEN FINANCIAL GROUP0%
  • LAMM INSURANCE CENTER, INC.0%
  • +3 more
Total $189K8 slices

Plan deep-dives

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

N.T.E.U. 401(K) PLAN

401k

Assets$67.2M
Participants202
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

N.T.E.U. MONEY PURCHASE PLAN

MoneyPurchase

Assets$17.2M
Participants181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

NATIONAL TREASURY EMPLOYEES UNION HEALTH PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$3.6M
Covered lives285
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001N.T.E.U. 401(K) PLAN401k$67.2M2022024
002N.T.E.U. MONEY PURCHASE PLANMoneyPurchase$17.2M1812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503NATIONAL TREASURY EMPLOYEES UNION HEALTH PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$3.6M2852025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica