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Sponsor portfolioTH

ACTS RETIREMENT - LIFE COMMUNITIES, INC.

EIN 23-1900132-hospital & health care-Latest filing 2024
Plans
3
Retirement
2
$234.9M assets
Welfare
1
$2.2M premiums
Participants
12,358
ACTS CORPORATE SERVICES CENTER, 420 DELAWARE DRIVE - FT WASHINGTON, PA 190342711215-661-8330actsretirement.orgLinkedIn5001-10000 employeeshospital & health care
Plans on this EIN
3 filings
#002401k-$227.0M - 7,335 part#003ProfitSharing-$7.9M - 302 part#505Mixed-$2.2M - 4,667 lives

Retirement portfolio analytics

2 plans aggregated / $234.9M assets / 7,637 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • PLAN - 401(K) (#002)97%
  • HOMES, INC. 401(K) (#003)3%
Total $234.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • MERRILL LYNCH PIERCE FENNER & SMITH100%
Total $234.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN - 401(K) (#002)7,335
  • HOMES, INC. 401(K) (#003)302
Total 7,637Click row to drill in

Benefits portfolio analytics

1 plan / $2.2M premiums / 4,667 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.1M
  • Life$987K
  • Long-term disability$726K
  • Vision$390K
  • Dental$79K
Total $2.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY78%
  • VISION SERVICE PLAN18%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $2.2M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AON CONSULTING INC100%
Total $154K1 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

ACTS RETIREMENT - LIFE COMMUNITIES, INC. RETIREMENT SAVINGS PLAN - 401(K)

401k

Assets$227.0M
Participants7,335
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PENINSULA UNITED METHODIST HOMES, INC. 401(K) PLAN

ProfitSharing

Assets$7.9M
Participants302
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

ACTS HEALTH AND WELFARE PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$2.2M
Covered lives4,667
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ACTS RETIREMENT - LIFE COMMUNITIES, INC. RETIREMENT SAVINGS PLAN - 401(K)401k$227.0M7,3352024
003PENINSULA UNITED METHODIST HOMES, INC. 401(K) PLANProfitSharing$7.9M3022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505ACTS HEALTH AND WELFARE PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$2.2M4,6672024
Retirement plans
Welfare plans
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