Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
TraditionalDB
Mixed - UNITED HEALTHCARE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE CLEARVIEW SCHOOL 401(K) SAVINGS PLAN | 401k | $4.6M | 180 | 2024 | |
| 001 | THE RETIREMENT PLAN OF AMIC / CLEAR VIEW SCHOOL | TraditionalDB | $1.6M | 26 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ASSOCIATION FOR MENTALLY ILL CHILDREN OF WESTCHESTER EMPLOYEE BENEFIT PLAN | Mixed | UNITED HEALTHCARE INSURANCE COMPANY | $1.6M | 150 | 2025 |