Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$28K
- Other$28K
Sponsor portfolio
FAMILY TREE, INC.
EIN 84-0730973non-profit organization managementLatest filing 2024
Plans
2
Retirement
1
$2.6M assets
Welfare
1
$28K premiums
Participants
225
3805 MARSHALL ST - WHEAT RIDGE, CO 80033303-403-5884thefamilytree.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $28K premiums / 103 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- HAYS COMPANIES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
403(B) THRIFT PLAN FOR FAMILY TREE, INC.
403b
Assets$2.6M
Participants136
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FAMILY TREE HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$28K
Covered lives103
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | 403(B) THRIFT PLAN FOR FAMILY TREE, INC. | 403b | $2.6M | 136 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FAMILY TREE HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | RELIANCE STANDARD LIFE INSURANCE COMPANY | $28K | 103 | 2024 |
Retirement plans
Welfare plans