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Sponsor portfolio

ASSOCIATION OF CERTIFIED FRAUD EXAMINERS, INC.

EIN 74-2524096-professional training & coaching-Latest filing 2025
Plans
2
Retirement
1
$29.8M assets
Welfare
1
$217K premiums
Participants
266
716 WEST AVENUE - AUSTIN, TX 78701512-478-9000acfe.comLinkedIn51-200 employeesprofessional training & coaching
Plans on this EIN
2 filings
#001401k-$29.8M - 140 part#501Mixed-$217K - 236 lives

Benefits portfolio analytics

1 plan / $217K premiums / 236 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$123K
  • Vision$123K
  • Other$94K
  • Life$73K
  • Short-term disability$73K
  • Long-term disability$73K
Total $217K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • UNITEDHEALTHCARE INSURANCE COMPANY57%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY34%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY10%
Total $217K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $15K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ASSOCIATION OF CERTIFIED FRAUD EXAMINERS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$29.8M
Participants140
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ASSOCIATION OF CERTIFIED FRAUD EXAMINERS, INC. HEALTH AND WELFARE PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$217K
Covered lives236
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ASSOCIATION OF CERTIFIED FRAUD EXAMINERS, INC. 401(K) PROFIT SHARING PLAN401k$29.8M1402025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ASSOCIATION OF CERTIFIED FRAUD EXAMINERS, INC. HEALTH AND WELFARE PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$217K2362025
Retirement plans
Welfare plans
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