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Sponsor portfolioTH

CRDF RETIREMENT PLAN AND TRUST

EIN 54-1773406-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$34.2M assets
Welfare
1
$1.6M premiums
Participants
566
U.S. CIVILIAN RESEARCH AND DEVELOPM, 3100 CLARENDON BOULEVARD, SUITE 200 - ARLINGTON, VA 22201703-526-9720
Plans on this EIN
2 filings
#001403b-$34.2M - 437 part#501Mixed-$1.6M - 259 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 259 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$1.5M
  • Prescription drug$1.5M
  • Life$73K
  • Short-term disability$73K
  • Long-term disability$73K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA5%
Total $1.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • LESLIE J LEVINE86%
  • MATHER & STROHL ADMIN SVC INC14%
Total $84K2 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

CRDF RETIREMENT PLAN AND TRUST

403b

Assets$34.2M
Participants437
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

U.S. CIVILIAN RESEARCH AND DEVELOPMENT FOUNDATION EMPLOYEE BENEFITS PLAN

Mixed - CAREFIRST BLUECHOICE, INC.

Premiums$1.6M
Covered lives259
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CRDF RETIREMENT PLAN AND TRUST403b$34.2M4372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501U.S. CIVILIAN RESEARCH AND DEVELOPMENT FOUNDATION EMPLOYEE BENEFITS PLANMixedCAREFIRST BLUECHOICE, INC.$1.6M2592024
Retirement plans
Welfare plans
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