Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$79K
- Dental$79K
- Vision$79K
- Life$68K
- Long-term disability$68K
- Other$68K
Sponsor portfolio
LOWELL OBSERVATORY
EIN 86-0098918museums and institutionsLatest filing 2025
Plans
2
Retirement
1
$40.2M assets
Welfare
1
$147K premiums
Participants
338
1400 W MARS HILL RD - FLAGSTAFF, AZ 860014470928-233-3290lowell.eduLinkedIn51-200 employeesmuseums and institutions
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $147K premiums / 163 covered livesCarrier market share
Premium dollars by Schedule A carrier
54%top
- AETNA LIFE INSURANCE COMPANY54%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA46%
Broker market share
Schedule A broker compensation
78%top
- GCG FINANCIAL LLC78%
- BLUE CROSS BLUE SHIELD OF FLORIDA22%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LOWELL OBSERVATORY 403(B) RETIREMENT ANNUITY PLAN
OtherDC
Assets$40.2M
Participants230
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LOWELL OBSERVATORY GROUP HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$147K
Covered lives163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LOWELL OBSERVATORY 403(B) RETIREMENT ANNUITY PLAN | OtherDC | $40.2M | 230 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LOWELL OBSERVATORY GROUP HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $147K | 163 | 2025 |
Retirement plans
Welfare plans