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  2. INDEPENDENT HEALTH ASSOCIATION, INC.
Sponsor portfolioTH

INDEPENDENT HEALTH ASSOCIATION, INC.

EIN 16-1080163-Finance and Insurance-Latest filing 2024
Plans
3
Retirement
2
$335.8M assets
Welfare
1
$28.7M premiums
Participants
4,094
511 FARBER LAKES DRIVE - BUFFALO, NY 14221716-631-3001
Plans on this EIN
3 filings
#002401k-$245.7M - 1,928 part#001TraditionalDB-$90.1M - 507 part#501Mixed-$28.7M - 1,468 lives

Retirement portfolio analytics

2 plans aggregated / $335.8M assets / 2,435 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • 401(K) RETIREMENT Savings (#002)73%
  • PLAN AND TRUST (#001)27%
Total $335.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#002)1,928
  • PLAN AND TRUST (#001)507
Total 2,435Click row to drill in

Benefits portfolio analytics

1 plan / $28.7M premiums / 1,468 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$26.9M
  • Vision$26.9M
  • Prescription drug$26.9M
  • Short-term disability$1.8M
  • Other$1.8M
  • Life$1.1M
  • +1 more
Total $28.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • INDEPENDENT HEALTH94%
  • SUN LIFE ASSURANCE COMPANY OF CANADA6%
Total $28.7M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AP BENEFIT ADVISORS, LLC100%
Total $135K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

INDEPENDENT HEALTH 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$245.7M
Participants1,928
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

INDEPENDENT HEALTH ASSOCIATION INC DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$90.1M
Participants507
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INDEPENDENT HEALTH ASSOCIATION, INC EMPLOYEE BENEFIT PLAN

Mixed - INDEPENDENT HEALTH BENEFITS CORPORATION

Premiums$28.7M
Covered lives1,468
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002INDEPENDENT HEALTH 401(K) RETIREMENT SAVINGS PLAN401k$245.7M1,9282024
001INDEPENDENT HEALTH ASSOCIATION INC DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$90.1M5072024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INDEPENDENT HEALTH ASSOCIATION, INC EMPLOYEE BENEFIT PLANMixedINDEPENDENT HEALTH BENEFITS CORPORATION$28.7M1,4682024
Retirement plans
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