Sheltering Arms Institute
Plan context: Sheltering Arms 403(B) Retirement Plan
EIN 81-4446403 • 14 filings • 11 plans
Current Snapshot
Latest Year
2025
2025 Participants
654
2025 Assets
$76,243,707
2025 Contributions
$5,569,872
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 654 | $0 | $0 | - |
| Sheltering Arms Medical Plan | - | 654 | - | - | - |
| 2024 | 2 | 753 | $76,243,707 | $5,569,872 | $7,397iApproximate average salary by contribution assumption: employee only about $184,923 at 4% or $123,282 at 6%; with 50% employer match about $123,282 at 4% or $82,188 at 6%; with 100% employer match about $92,461 at 4% or $61,641 at 6%. |
| Sheltering Arms 403(B) Retirement Plan | - | 753 | $76,243,707 | $5,569,872 | $7,397iApproximate average salary by contribution assumption: employee only about $184,923 at 4% or $123,282 at 6%; with 50% employer match about $123,282 at 4% or $82,188 at 6%; with 100% employer match about $92,461 at 4% or $61,641 at 6%. |
| Sheltering Arms Medical Plan | - | 608 | - | - | - |
| 2023 | 11 | 731 | $63,577,319 | $5,258,164 | $7,193iApproximate average salary by contribution assumption: employee only about $179,828 at 4% or $119,885 at 6%; with 50% employer match about $119,885 at 4% or $79,923 at 6%; with 100% employer match about $89,914 at 4% or $59,943 at 6%. |
| Sheltering Arms 403(B) Retirement Plan | - | 731 | $63,577,319 | $5,258,164 | $7,193iApproximate average salary by contribution assumption: employee only about $179,828 at 4% or $119,885 at 6%; with 50% employer match about $119,885 at 4% or $79,923 at 6%; with 100% employer match about $89,914 at 4% or $59,943 at 6%. |
| Sheltering Arms Medical Plan | - | 100 | - | - | - |
| Sheltering Arms Dental Plan | - | 0 | - | - | - |
| Sheltering Arms Life Plan | - | 0 | - | - | - |
| Sheltering Arms Ltd Plan | - | 0 | - | - | - |
| Sheltering Arms Vad&D Plan | - | 0 | - | - | - |
| Sheltering Arms Hospital 125 Benefit Plan | - | 0 | - | - | - |
| Sheltering Arms Std Plan | - | 0 | - | - | - |
| Sheltering Arms Vision Plan | - | 0 | - | - | - |
| Sheltering Arms Accident Plan | - | 0 | - | - | - |
| Shelthering Arms Critical Illness Plan | - | 0 | - | - | - |