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  2. Acts Retirement - Life Communities, Inc.
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Filings through Oct 24, 2026.

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Acts Retirement - Life Communities, Inc.

EIN 23-1900132-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$267.0M assets
Health & Benefits
1
$2.4M premiums
Participants
12,376
ACTS CORPORATE SERVICES CENTER, 420 DELAWARE DRIVE - FT WASHINGTON, PA 190342711215-661-8330actsretirement.orgLinkedIn5001-10000 employeeshospital & health care
Plans on this EIN
3 filings
#002401(k)-$259.8M - 7,386 part#003Profit-sharing-$7.1M - 275 part#505Mixed-$2.4M - 4,689 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $267.0M assets / 7,661 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN - 401(K) (#002)$259.8M
  • HOMES, INC. 401(K) (#003)$7.1M
Total $267.0MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • MERRILL LYNCH PIERCE FENNER & SMITH$267.0M
Total $267.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN - 401(K) (#002)7,386
  • HOMES, INC. 401(K) (#003)275
Total 7,661Select a row to open it

Benefits portfolio analytics

1 plan / $2.4M premiums / 4,689 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.3M
  • Life$897K
  • Long-term disability$679K
  • Vision$410K
  • Dental$91K
Total $2.4M5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

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

401(k)

Assets$259.8M
Participants7,386
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

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

Profit-sharing

Assets$7.1M
Participants275
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505

ACTS HEALTH AND WELFARE PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$2.4M
Covered lives4,689
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002ACTS RETIREMENT - LIFE COMMUNITIES, INC. RETIREMENT SAVINGS PLAN - 401(K)401(k)$259.8M7,3862025
#003PENINSULA UNITED METHODIST HOMES, INC. 401(K) PLANProfit-sharing$7.1M2752025
  • ACTS RETIREMENT - LIFE COMMUNITIES, INC. RETIREMENT SAVINGS PLAN - 401(K)$259.8M
    #002 · 401(k) · 20257,386
  • PENINSULA UNITED METHODIST HOMES, INC. 401(K) PLAN$7.1M
    #003 · Profit-sharing · 2025275

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#505ACTS HEALTH AND WELFARE PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$2.4M4,6892025
  • ACTS HEALTH AND WELFARE PLAN$2.4M
    #505 · Mixed · LINCOLN NATIONAL LIFE INSURANCE COMPANY · 20254,689
Retirement plans
Health & Benefits plans

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  1. Retirement analytics
  2. Benefits analytics
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  5. Health & Benefits plans
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