Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Fermi Forward Discovery Group, LLC
EIN 93-3319101Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
4
Retirement
2
$1.62B assets
Welfare
2
$22.3M premiums
Participants
10,831
P.O. BOX 500, MS 126, KIRK ROAD AND PINE STREET - BATAVIA, IL 60510630-840-2825
Retirement portfolio analytics
2 plans aggregated / $1.62B assets / 7,633 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $22.3M premiums / 3,058 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$22.3M
- Stop-loss$22.2M
- Dental$99K
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
RETIREMENT PLAN FOR EMPLOYEES OF FERMI FORWARD DISCOVERY GROUP, LLC
Money purchase
Assets$845.6M
Participants4,202
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FERMI FORWARD DISCOVERY GROUP, LLC TAX SHELTERED PLAN
403(b)
Assets$771.2M
Participants3,431
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515
FERMI FORWARD DISCOVERY GROUP, LLC HEALTH AND WELFARE BENEFITS PLAN
Fully insured - BLUE CROSS BLUE SHIELD OF ILLINOIS
Premiums$22.3M
Covered lives3,058
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#521
GROUP MEDICAL PLAN FOR RETIREES OF THE SUPERCONDUCTING SUPERCOLLIDER LABORATORY
Self-funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | RETIREMENT PLAN FOR EMPLOYEES OF FERMI FORWARD DISCOVERY GROUP, LLC | Money purchase | $845.6M | 4,202 | 2025 | |
| 002 | FERMI FORWARD DISCOVERY GROUP, LLC TAX SHELTERED PLAN | 403(b) | $771.2M | 3,431 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 515 | FERMI FORWARD DISCOVERY GROUP, LLC HEALTH AND WELFARE BENEFITS PLAN | Fully insured | BLUE CROSS BLUE SHIELD OF ILLINOIS | $22.3M | 3,058 | 2025 | |
| 521 | GROUP MEDICAL PLAN FOR RETIREES OF THE SUPERCONDUCTING SUPERCOLLIDER LABORATORY | Self-funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans