Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
RESEARCH TRIANGLE INSTITUTE
EIN 56-0686338Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
6
Retirement
2
$1.15B assets
Welfare
4
$6.3M premiums
Participants
21,030
3040 CORNWALLIS ROAD, PO BOX 12194 - RESEARCH TRIANGLE PARK, NC 277092194919-541-1200
Retirement portfolio analytics
2 plans aggregated / $1.15B assets / 5,585 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $6.3M premiums / 13,358 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.6M
- Vision$2.5M
- Stop-loss$2.3M
- Life$1.8M
- Dental$1.1M
- Long-term disability$997K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
52%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY52%
- METROPOLITAN LIFE INSURANCE COMPANY27%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA15%
- AMERITAS LIFE INSURANCE CORP.3%
- HAWAII MEDICAL SERVICE ASSOCIATION1%
- +3 more
Broker market share
Schedule A broker compensation
83%top
- AON CONSULTING INC83%
- WILLIS TOWERS WATSON US LLC17%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#333
RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE
401k
Assets$1.15B
Participants5,440
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RTI BUSINESS SEGMENT 401(K) PLAN
401k
Assets$936K
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
RESEARCH TRIANGLE INSTITUTE CHOICE PLUS FI PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA)
Premiums$6.2M
Covered lives6,392
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
RTI INTERNATIONAL RETIREE HEALTH PLAN
Mixed - AMERITAS LIFE INSURANCE CORP.
Premiums$89K
Covered lives6,966
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
RESEARCH TRIANGLE INSTITUTE CHOICE PLUS SI PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
SEVERANCE PAY PLAN FOR EMPLOYEES OF RESEARCH TRIANGLE INSTITUTE
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 333 | RETIREMENT PLAN OF RESEARCH TRIANGLE INSTITUTE | 401k | $1.15B | 5,440 | 2024 | |
| 002 | RTI BUSINESS SEGMENT 401(K) PLAN | 401k | $936K | 145 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | RESEARCH TRIANGLE INSTITUTE CHOICE PLUS FI PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA) | $6.2M | 6,392 | 2024 | |
| 509 | RTI INTERNATIONAL RETIREE HEALTH PLAN | Mixed | AMERITAS LIFE INSURANCE CORP. | $89K | 6,966 | 2024 | |
| 502 | RESEARCH TRIANGLE INSTITUTE CHOICE PLUS SI PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 508 | SEVERANCE PAY PLAN FOR EMPLOYEES OF RESEARCH TRIANGLE INSTITUTE | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans