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Sponsor portfolio

INSTITUTE FOR FAMILY DEVELOPMENT

EIN 91-1158512-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$10.7M assets
Welfare
1
$1.1M premiums
Participants
329
34004 16TH AVENUE SOUTH, SUITE 200 - FEDERAL WAY, WA 980038903253-874-3630institutefamily.orgLinkedIn51-200 employeesindividual & family services
Plans on this EIN
2 filings
#002401k-$10.7M - 202 part#503Mixed-$1.1M - 127 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 127 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$992K
  • Prescription drug$992K
  • Other$94K
  • Life$88K
  • Long-term disability$88K
  • Vision$9K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • KAISER FOUNDATION HEALTH PLAN INC91%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
  • VISION SERVICE PLAN1%
  • FIRST CHOICE HEALTH0%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • PROPEL INSURANCE AGENCY, LLC94%
  • NOAH OROPEZA6%
Total $55K2 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

INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN

401k

Assets$10.7M
Participants202
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

INSTITUTE FOR FAMILY DEVELOPMENT HEALTH AND WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC.

Premiums$1.1M
Covered lives127
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN401k$10.7M2022025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503INSTITUTE FOR FAMILY DEVELOPMENT HEALTH AND WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC.$1.1M1272025
Retirement plans
Welfare plans
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