Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $91.0M assets / 2,081 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $735K premiums / 1,484 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.
401(k)
403(b)
Mixed - AFLAC
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE CENTER FOR DISCOVERY RETIREMENT PLAN | 401(k) | $85.2M | 2,040 | 2025 |
| #002 | THE CENTER FOR DISCOVERY 403(B) PLAN | 403(b) | $5.9M | 41 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SDTC WELFARE PLAN | Mixed | AFLAC | $735K | 1,484 | 2025 |