Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$600K
- Life$532K
- Long-term disability$532K
- Vision$50K
Sponsor portfolioTH
CFA INSTITUTE
EIN 54-1386480financial servicesLatest filing 2025
Plans
2
Retirement
1
$240.4M assets
Welfare
1
$650K premiums
Participants
1,148
915 EAST HIGH STREET - CHARLOTTESVILLE, VA 22902954-240-5095cfainstitute.orgLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $650K premiums / 399 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA82%
- ACE AMERICAN INSURANCE COMPANY9%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
- ANTHEM LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
37%top
- NFP INSURANCE SERVICES INC37%
- JAMES R NELLIGAN & ASSOCIATES LLC23%
- MARSH & MCLENNAN AGENCY LLC21%
- MERCER HEALTH AND BENEFITS, LLC16%
- BROKER NOT PROVIDED2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CFA INSTITUTE 401(K) PLAN
401k
Assets$240.4M
Participants731
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
CFA INSTITUTE EMPLOYEE BENEFITS PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$650K
Covered lives399
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CFA INSTITUTE 401(K) PLAN | 401k | $240.4M | 731 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CFA INSTITUTE EMPLOYEE BENEFITS PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $650K | 399 | 2025 |
Retirement plans
Welfare plans