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  2. FISCALNOTE, INC.
Sponsor portfolio

FISCALNOTE, INC.

EIN 80-0934908-computer software-Latest filing 2025
Plans
2
Retirement
1
$55.8M assets
Welfare
1
$606K premiums
Participants
1,039
1201 PENNSYLVANIA AVE NW STE 600 - WASHINGTON, DC 20004202-793-5300fiscalnote.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$55.8M - 726 part#501Mixed-$606K - 851 lives

Benefits portfolio analytics

1 plan / $606K premiums / 851 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$490K
  • Other$115K
  • Life$87K
  • Long-term disability$87K
Total $606K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • UNITEDHEALTHCARE INSURANCE COMPANY81%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA19%
Total $606K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $58K1 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

FISCALNOTE 401(K) RETIREMENT PLAN

401k

Assets$55.8M
Participants726
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FISCALNOTE HEALTH AND WELFARE PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$606K
Covered lives851
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FISCALNOTE 401(K) RETIREMENT PLAN401k$55.8M7262024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FISCALNOTE HEALTH AND WELFARE PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$606K8512025
Retirement plans
Welfare plans
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