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Sponsor portfolio

ACTION-HOUSING, INC.

EIN 25-0965469-real estate-Latest filing 2025
Plans
3
Retirement
2
$7.9M assets
Welfare
1
$1.3M premiums
Participants
405
611 WILLIAM PENN PLACE, SUITE 800 - PITTSBURGH, PA 15219412-281-2102actionhousing.orgLinkedIn51-200 employeesreal estate
Plans on this EIN
3 filings
#005MoneyPurchase-$4.2M - 135 part#002MoneyPurchase-$3.7M - 156 part#502Mixed-$1.3M - 132 lives

Retirement portfolio analytics

2 plans aggregated / $7.9M assets / 291 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • EMPLOYEE RETIREMENT PLAN (#005)53%
  • ACTION HOUSING, INC. (#002)47%
Total $7.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ACTION HOUSING, INC. (#002)156
  • EMPLOYEE RETIREMENT PLAN (#005)135
Total 291Click row to drill in

Benefits portfolio analytics

1 plan / $1.3M premiums / 132 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$1.2M
  • Vision$1.2M
  • Life$41K
  • Long-term disability$41K
  • Other$41K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • UPMC HEALTH OPTIONS97%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $40K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

ACTION-HOUSING, INC. EMPLOYEE RETIREMENT PLAN

MoneyPurchase

Assets$4.2M
Participants135
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TAX-DEFERRED ANNUITY PLAN OF ACTION HOUSING, INC.

MoneyPurchase

Assets$3.7M
Participants156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ACTION-HOUSING, INC. HEALTH AND WELFARE BENEFITS PLAN

Mixed - UPMC HEALTH OPTIONS

Premiums$1.3M
Covered lives132
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005ACTION-HOUSING, INC. EMPLOYEE RETIREMENT PLANMoneyPurchase$4.2M1352024
002TAX-DEFERRED ANNUITY PLAN OF ACTION HOUSING, INC.MoneyPurchase$3.7M1562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ACTION-HOUSING, INC. HEALTH AND WELFARE BENEFITS PLANMixedUPMC HEALTH OPTIONS$1.3M1322025
Retirement plans
Welfare plans
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