Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FERMI RESEARCH ALLIANCE, LLC
EIN 57-1239010researchLatest filing 2024
Plans
4
Retirement
2
$1.54B assets
Welfare
2
$35.1M premiums
Participants
11,067
Retirement portfolio analytics
2 plans aggregated / $1.54B assets / 7,759 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $35.1M premiums / 3,161 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$22.1M
- Stop-loss$22.0M
- Life$1.3M
- Other$1.3M
- Long-term disability$854K
- Vision$284K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- METROPOLITAN LIFE INSURANCE COMPANY6%
- EYEMED VISION CARE1%
- DELTA DENTAL OF CALIFORNIA0%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
RETIREMENT PLAN FOR EMPLOYEES OF FERMI RESEARCH ALLIANCE, LLC
MoneyPurchase
Assets$796.0M
Participants4,090
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
FERMI NATIONAL ACCELERATOR LABORATORY TAX SHELTERED ANNUITY PLAN
403b
Assets$745.4M
Participants3,669
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#514
FERMI NATIONAL ACCELERATOR LABORATORY HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF ILLINOIS
Premiums$35.1M
Covered lives3,161
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520
GROUP MEDICAL PLAN FOR RETIREES OF THE SUPERCONDUCTING SUPERCOLLIDER LABORATORY
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 | |
|---|---|---|---|---|---|---|
| 004 | RETIREMENT PLAN FOR EMPLOYEES OF FERMI RESEARCH ALLIANCE, LLC | MoneyPurchase | $796.0M | 4,090 | 2024 | |
| 001 | FERMI NATIONAL ACCELERATOR LABORATORY TAX SHELTERED ANNUITY PLAN | 403b | $745.4M | 3,669 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 514 | FERMI NATIONAL ACCELERATOR LABORATORY HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF ILLINOIS | $35.1M | 3,161 | 2024 | |
| 520 | GROUP MEDICAL PLAN FOR RETIREES OF THE SUPERCONDUCTING SUPERCOLLIDER LABORATORY | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans