Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.5M
- Health$2.3M
- Prescription drug$2.3M
- Life$1.2M
- Short-term disability$1.2M
- Long-term disability$1.2M
- +2 more
Sponsor portfolio
ACHIEVEMENT FIRST, INC.
EIN 65-1203744Educational ServicesLatest filing 2025
Plans
2
Retirement
1
$98.8M assets
Welfare
1
$4.5M premiums
Participants
4,794
470 JAMES STREET, SUITE 7 - NEW HAVEN, CT 06513203-773-3223
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.5M premiums / 2,360 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY50%
- UNITED OF OMAHA LIFE INSURANCE COMPANY27%
- DELTA DENTAL OF CALIFORNIA19%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
- ALPHA DENTAL PROGRAMS, INC.1%
Broker market share
Schedule A broker compensation
60%top
- MDG ASSOCIATES OF CONNECTICUT60%
- LOCKTON COMPANIES, LLC40%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ACHIEVEMENT FIRST, INC. 403(B) PLAN
403b
Assets$98.8M
Participants2,714
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ACHIEVEMENT FIRST, INC. HEALTH AND WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$4.5M
Covered lives2,360
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ACHIEVEMENT FIRST, INC. 403(B) PLAN | 403b | $98.8M | 2,714 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ACHIEVEMENT FIRST, INC. HEALTH AND WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $4.5M | 2,360 | 2025 |
Retirement plans
Welfare plans