Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
2 plans aggregated / $152.2M assets / 6,197 participants
Share of aggregate retirement assets
Active + retired + deferred vested
3 plans / $14.6M premiums / 1,985 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Traditional DB
403(b)
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Fully insured - METROPOLITAN LIFE INSURANCE COMPANY
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE CHILDREN'S AID SOCIETY RETIREMENT PLAN | Traditional DB | $85.1M | 1,051 | 2024 |
| #002 | THE CHILDREN'S AID SOCIETY VOLUNTARY RETIREMENT PLAN | 403(b) | $67.1M | 5,146 | 2024 |
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #507 | THE CHILDRENS AID SOCIETY HEALTH, DENTAL, VISION | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $14.1M | 863 | 2025 |
| #501 | THE CHILDRENS AID SOCIETY LIFE AND DISABILITY PLAN | Fully insured | METROPOLITAN LIFE INSURANCE COMPANY | $514K | 1,122 | 2025 |
| #508 | THE CHILDRENS AID SOCIETY SEVERANCE PLAN | Self-funded | - | $0 | 0 | 2025 |