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Sponsor portfolio

MAKE-A-WISH FOUNDATION OF AMERICA

EIN 86-0481941-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$22.6M assets
Welfare
1
$1.3M premiums
Participants
555
1702 E HIGHLAND AVE STE 400 - PHOENIX, AZ 850164630602-279-9474wishaz.orgLinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filings
#002401k-$22.6M - 322 part#501Fully Insured-$1.3M - 403 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 403 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$818K
  • Other$242K
  • Life$234K
  • Short-term disability$234K
  • Long-term disability$234K
  • Dental$186K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY65%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY18%
  • DELTA DENTAL OF CALIFORNIA15%
  • EYEMED VISION CARE2%
  • COMPSYCH1%
Total $1.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • GCG FINANCIAL LLC90%
  • FMLASOURCE INC10%
Total $54K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MAKE-A-WISH FOUNDATION OF AMERICA 401(K) SAVINGS PLAN

401k

Assets$22.6M
Participants322
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MAKE-A-WISH FOUNDATION OF AMERICA WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives403
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MAKE-A-WISH FOUNDATION OF AMERICA 401(K) SAVINGS PLAN401k$22.6M3222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MAKE-A-WISH FOUNDATION OF AMERICA WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.3M4032025
Retirement plans
Welfare plans
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