Assets by plan
Share of aggregate retirement assets
- PLAN OF ACHIEVA (#004)$30.0M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $30.4M assets / 1,087 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $4.8M premiums / 1,890 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.
403(b)
403(b)
Fully insured - UPMC HEALTH OPTIONS
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | 403(B) THRIFT PLAN OF ACHIEVA | 403(b) | $30.0M | 1,061 | 2025 |
| #001 | ACHIEVA TAX SHELTERED ANNUITY PLAN | 403(b) | $440K | 26 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | ACHIEVA WELFARE BENEFIT PLAN | Fully insured | UPMC HEALTH OPTIONS | $4.8M | 1,890 | 2025 |