Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.
2 plans aggregated / $4.7M assets / 285 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
5 plans / $3.0M premiums / 792 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)
401(k)
Fully insured - INDEPENDENCE BLUE CROSS
Fully insured - INDEPENDENCE BLUE CROSS
Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Fully insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF COMMUNITY INTEGRATED SERVICES | 401(k) | $4.6M | 284 | 2025 |
| #002 | TAX DEFERRED ANNUITY PLAN OF COMMUNITY INTEGRATED SERVICES | 401(k) | $87K | 1 | 2025 |
5 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #505 | COMMUNITY INTEGRATED HEALTH & WELFARE PLAN | Fully insured | INDEPENDENCE BLUE CROSS | $1.5M | 191 | 2025 |
| #503 | MEDICAL | Fully insured | INDEPENDENCE BLUE CROSS | $1.4M | 217 | 2024 |
| #501 | COMMUNITY INTEGRATED HEALTH & WELFARE | Fully insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $78K | 214 | 2024 |
| #504 | DENTAL | Fully insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $76K | 170 | 2024 |
| #502 | HRA | Self-funded | - | $0 | 0 | 2024 |