Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$600K
- Life$532K
- Long-term disability$532K
- Vision$50K
Filings through .
Top hat
Cfa Institute
EIN 54-1386480financial servicesLatest filing 2025
Plans
2
Retirement
1
$284.3M assets
Health & Benefits
1
$650K premiums
Participants
1,147
915 EAST HIGH STREET - CHARLOTTESVILLE, VA 22902434-951-5489cfainstitute.orgLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $650K premiums / 399 covered lives
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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#002
CFA INSTITUTE 401(K) PLAN
401(k)
Assets$284.3M
Participants730
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CFA INSTITUTE EMPLOYEE BENEFITS PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$650K
Covered lives399
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | CFA INSTITUTE 401(K) PLAN | 401(k) | $284.3M | 730 | 2025 |
- CFA INSTITUTE 401(K) PLAN$284.3M#002 · 401(k) · 2025730
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CFA INSTITUTE EMPLOYEE BENEFITS PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $650K | 399 | 2025 |
- #501 · Mixed · PRUDENTIAL INSURANCE COMPANY OF AMERICA · 2025399
Retirement plans
Health & Benefits plans