Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $143.9M assets / 2,501 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
403(b)
403(b)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | HEALTHALLIANCE PARTNERSHIP RETIREMENT SAVINGS PLAN | 403(b) | $129.0M | 2,220 | 2025 |
| #002 | CLINTON HOSPITAL ASSOCIATION TAX SHELTERED ANNUITY PLAN | 403(b) | $14.9M | 281 | 2025 |