Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
USA HEALTH PLANS, INC
EIN 27-2774900Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
23
9236 MAIN STREET, SUITE 1C - WOODSTOCK, DC 30188770-475-7562
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 23 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
USA HEALTH PLANS INC CASH BALANCE PLAN
CashBalance
Assets$2.8M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
USA HEALTH INSURANCE 401(K) PLAN
401k
Assets$214K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | USA HEALTH PLANS INC CASH BALANCE PLAN | CashBalance | $2.8M | 11 | 2025 | |
| 001 | USA HEALTH INSURANCE 401(K) PLAN | 401k | $214K | 12 | 2025 |
Retirement plans