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Sponsor portfolio

ABILITY360

EIN 86-0486447-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$6.1M assets
Welfare
1
$1.3M premiums
Participants
243
5025 EAST WASHINGTON STREET, SUITE 200 - PHOENIX, AZ 85034602-296-0520ability360.orgLinkedIn1001-5000 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$6.1M - 154 part#501Fully Insured-$1.3M - 168 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 168 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Dental$76K
  • Vision$76K
  • Life$51K
  • Long-term disability$51K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY6%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • MARSH & MCLENNAN AGENCY LLC89%
  • LOVITT AND TOUCHE, INC.10%
  • THE NIA GROUP1%
Total $75K3 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

403(B) THRIFT PLAN OF ABILITY360

403b

Assets$6.1M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ABILITY360 HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA

Premiums$1.3M
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001403(B) THRIFT PLAN OF ABILITY360403b$6.1M1542025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ABILITY360 HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF ARIZONA$1.3M1682024
Retirement plans
Welfare plans
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