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Sponsor portfolioTH

THE SUSAN G KOMEN BREAST CANCER FOUNDATION

EIN 75-1835298-Latest filing 2025
Plans
2
Retirement
1
$47.0M assets
Welfare
1
$5.8M premiums
Participants
943
13770 NOEL ROAD, SUITE 801889 - DALLAS, TX 75380972-855-1600LinkedIn1-10 employees
Plans on this EIN
2 filings
#001403b-$47.0M - 525 part#501Mixed-$5.8M - 855 lives

Benefits portfolio analytics

1 plan / $5.8M premiums / 855 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$5.4M
  • Health$5.2M
  • Prescription drug$5.2M
  • Dental$385K
  • Vision$385K
  • Life$231K
  • +1 more
Total $5.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UNITEDHEALTHCARE INSURANCE COMPANY89%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
  • FOUR EVER LIFE INSURANCE COMPANY0%
Total $5.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • BROWN & BROWN INSURANCE SERVICES68%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC26%
  • LOCKTON COMPANIES, LLC5%
  • INTERMEDIARY SOLUTIONS COMPANY1%
  • HAYS COMPANIES, INC.0%
  • +1 more
Total $68K6 slices

Plan deep-dives

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

THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN

403b

Assets$47.0M
Participants525
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE SUSAN G KOMEN BREAST CANCER FOUNDATION WELFARE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$5.8M
Covered lives855
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN403b$47.0M5252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE SUSAN G KOMEN BREAST CANCER FOUNDATION WELFARE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$5.8M8552025
Retirement plans
Welfare plans
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