Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
COMMUNITY INTEGRATED SERVICES
EIN 23-2648381civic & social organizationLatest filing 2025
Plans
7
Retirement
2
$3.9M assets
Welfare
5
$3.0M premiums
Participants
485
441 NORTH 5TH STREET, SUITE 101 - PHILADELPHIA, PA 19123215-238-7411cisworks.orgLinkedIn51-200 employeescivic & social organization
Retirement portfolio analytics
2 plans aggregated / $3.9M assets / 310 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
96%top
- JOHN HANCOCK LIFE INSURANCE COMPANY96%
- (Not disclosed)4%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $3.0M premiums / 792 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Prescription drug$1.3M
- Life$112K
- Short-term disability$112K
- Long-term disability$112K
- Other$112K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- UNUM LIFE INSURANCE COMPANY OF AMERICA7%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
- STARMOUNT LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
83%top
- ASSUREDPARTNERS83%
- USI INSURANCE SERVICES LLC17%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF COMMUNITY INTEGRATED SERVICES
401k
Assets$3.7M
Participants309
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TAX DEFERRED ANNUITY PLAN OF COMMUNITY INTEGRATED SERVICES
401k
Assets$148K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
COMMUNITY INTEGRATED HEALTH & WELFARE PLAN
Fully Insured - INDEPENDENCE BLUE CROSS
Premiums$1.5M
Covered lives191
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
MEDICAL
Fully Insured - INDEPENDENCE BLUE CROSS
Premiums$1.4M
Covered lives217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
COMMUNITY INTEGRATED HEALTH & WELFARE
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$78K
Covered lives214
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
DENTAL
Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$76K
Covered lives170
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
HRA
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF COMMUNITY INTEGRATED SERVICES | 401k | $3.7M | 309 | 2024 | |
| 002 | TAX DEFERRED ANNUITY PLAN OF COMMUNITY INTEGRATED SERVICES | 401k | $148K | 1 | 2024 |
Welfare plans5
| 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 |
Retirement plans
Welfare plans