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Sponsor portfolio

POPULATION SERVICES INTERNATIONAL

EIN 56-0942853-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$98.5M assets
Welfare
1
$3.4M premiums
Participants
1,233
1120 19TH STREET NW, SUITE 600 - WASHINGTON, DC 20036202-785-0072psi.orgLinkedIn1001-5000 employeesnon-profit organization management
Plans on this EIN
3 filings
#003ProfitSharing-$55.9M - 670 part#004403b-$42.7M - 396 part#501Fully Insured-$3.4M - 127 lives

Retirement portfolio analytics

2 plans aggregated / $98.5M assets / 1,066 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • INTERNATIONAL RETIREMENT PLAN (#003)57%
  • SERVICES INTERNATIONAL 403(B) (#004)43%
Total $98.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INTERNATIONAL RETIREMENT PLAN (#003)670
  • SERVICES INTERNATIONAL 403(B) (#004)396
Total 1,066Click row to drill in

Benefits portfolio analytics

1 plan / $3.4M premiums / 127 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Dental$3.1M
  • Vision$489K
  • Other$144K
  • Short-term disability$110K
  • Life$102K
  • +1 more
Total $3.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • DELAWARE AMERICAN LIFE INSURANCE COMPANY2%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
  • +1 more
Total $3.4M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • KELLY & ASSOCIATES INSURANCE GROUP100%
Total $135K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

THE POPULATION SERVICES INTERNATIONAL RETIREMENT PLAN

ProfitSharing

Assets$55.9M
Participants670
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

POPULATION SERVICES INTERNATIONAL 403(B) PLAN

403b

Assets$42.7M
Participants396
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

POPULATION SERVICES INTERNATIONAL GROUP WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$3.4M
Covered lives127
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003THE POPULATION SERVICES INTERNATIONAL RETIREMENT PLANProfitSharing$55.9M6702024
004POPULATION SERVICES INTERNATIONAL 403(B) PLAN403b$42.7M3962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501POPULATION SERVICES INTERNATIONAL GROUP WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$3.4M1272025
Retirement plans
Welfare plans
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