Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ACHIEVA
EIN 25-1505216individual & family servicesLatest filing 2024
Plans
3
Retirement
2
$30.6M assets
Welfare
1
$4.6M premiums
Participants
1,329
711 BINGHAM STREET - PITTSBURGH, PA 15203412-995-5000achieva.infoLinkedIn501-1000 employeesindividual & family services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $30.6M assets / 974 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.6M premiums / 1,929 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$210K
- Other$191K
- Dental$93K
- Vision$93K
- Long-term disability$86K
- Short-term disability$19K
Carrier market share
Premium dollars by Schedule A carrier
95%top
- UPMC HEALTH OPTIONS95%
- HARTFORD LIFE AND ACCIDENT3%
- SUN LIFE ASSURANCE COMPANY OF CANADA2%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
85%top
- SEUBERT & ASSOCIATES, INC.85%
- PROFESSIONAL GROUP PLANS INC15%
- MARTHINSEN & SALVITTI INSURANCE GRO0%
- HUNTINGTON INSURANCE INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
403(B) THRIFT PLAN OF ACHIEVA
403b
Assets$30.0M
Participants946
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ACHIEVA TAX SHELTERED ANNUITY PLAN
403b
Assets$580K
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ACHIEVA WELFARE BENEFIT PLAN
Mixed - UPMC HEALTH OPTIONS
Premiums$4.6M
Covered lives1,929
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | 403(B) THRIFT PLAN OF ACHIEVA | 403b | $30.0M | 946 | 2024 | |
| 001 | ACHIEVA TAX SHELTERED ANNUITY PLAN | 403b | $580K | 28 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ACHIEVA WELFARE BENEFIT PLAN | Mixed | UPMC HEALTH OPTIONS | $4.6M | 1,929 | 2024 |
Retirement plans
Welfare plans