PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. COUNCIL OF THREE RIVERS AMERICAN INDIAN CENTER, INC.
Sponsor portfolio

COUNCIL OF THREE RIVERS AMERICAN INDIAN CENTER, INC.

EIN 23-7176642-internet-Latest filing 2025
Plans
2
Retirement
1
$8.0M assets
Welfare
1
$1.9M premiums
Participants
413
120 CHARLES STREET - DORSEYVILLE, PA 15238412-782-4457LinkedIn51-200 employeesinternet
Plans on this EIN
2 filings
#002403b-$8.0M - 266 part#501Fully Insured-$1.9M - 147 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 147 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Dental$1.9M
  • Vision$1.9M
  • Prescription drug$1.9M
  • Long-term disability$56K
  • Life$11K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • DEARBORN LIFE INSURANCE COMPANY1%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • CONSORTIO, LLC88%
  • BRETT HARSH6%
  • SUSAN MCCONNELL & ASSOCIATES INC5%
  • MARSH & MCLENNAN AGENCY LLC1%
  • MARIA INOMATA0%
  • +3 more
Total $89K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

COTRAIC 403(B) PLAN

403b

Assets$8.0M
Participants266
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COTRAIC WELFARE BENEFIT PLAN

Fully Insured - HIGHMARK, INC.

Premiums$1.9M
Covered lives147
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002COTRAIC 403(B) PLAN403b$8.0M2662025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COTRAIC WELFARE BENEFIT PLANFully InsuredHIGHMARK, INC.$1.9M1472025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica