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  1. Companies/
  2. Achieva Tax Sheltered Annuity Plan
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Achieva Tax Sheltered Annuity Plan

EIN 25-1505216-individual & family services-Latest filing 2025
Plans
3
Retirement
2
$30.4M assets
Health & Benefits
1
$4.8M premiums
Participants
1,469
711 BINGHAM STREET - PITTSBURGH, PA 15203412-995-5000achieva.infoLinkedIn501-1000 employeesindividual & family services
Plans on this EIN
3 filings
#004403(b)-$30.0M - 1,061 part#001403(b)-$440K - 26 part#501Fully insured-$4.8M - 1,890 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $30.4M assets / 1,087 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN OF ACHIEVA (#004)$30.0M
  • SHELTERED ANNUITY PLAN (#001)$440K
Total $30.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN OF ACHIEVA (#004)1,061
  • SHELTERED ANNUITY PLAN (#001)26
Total 1,087Select a row to open it

Benefits portfolio analytics

1 plan / $4.8M premiums / 1,890 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.4M
  • Long-term disability$240K
  • Life$232K
  • Short-term disability$232K
  • Other$232K
  • Dental$184K
  • +1 more
Total $4.8M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#004

403(B) THRIFT PLAN OF ACHIEVA

403(b)

Assets$30.0M
Participants1,061
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

ACHIEVA TAX SHELTERED ANNUITY PLAN

403(b)

Assets$440K
Participants26
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

ACHIEVA WELFARE BENEFIT PLAN

Fully insured - UPMC HEALTH OPTIONS

Premiums$4.8M
Covered lives1,890
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#004403(B) THRIFT PLAN OF ACHIEVA403(b)$30.0M1,0612025
#001ACHIEVA TAX SHELTERED ANNUITY PLAN403(b)$440K262025
  • 403(B) THRIFT PLAN OF ACHIEVA$30.0M
    #004 · 403(b) · 20251,061
  • ACHIEVA TAX SHELTERED ANNUITY PLAN$440K
    #001 · 403(b) · 202526

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501ACHIEVA WELFARE BENEFIT PLANFully insuredUPMC HEALTH OPTIONS$4.8M1,8902025
  • ACHIEVA WELFARE BENEFIT PLAN$4.8M
    #501 · Fully insured · UPMC HEALTH OPTIONS · 20251,890
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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