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 / $44.7M assets / 305 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $1.2M premiums / 118 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.
ESOP
401(k)
Mixed - UNITED HEALTHCARE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | NINA HALE EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $35.3M | 147 | 2025 |
| #002 | COLLECTIVE MEASURES, INC. 401(K) AND PROFIT SHARING PLAN | 401(k) | $9.4M | 158 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | COLLECTIVE MEASURES, INC. HEALTH & WELFARE BENEFIT PLAN | Mixed | UNITED HEALTHCARE INSURANCE COMPANY | $1.2M | 118 | 2025 |