Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
3 plans aggregated / $5.9M assets / 520 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
403(b)
Cash balance
Cash balance
Self-funded
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | ADA S. MCKINLEY COMMUNITY SERVICES, INC. RETIREMENT PLAN | 403(b) | $3.1M | 492 | 2025 |
| #001 | ADA S. MCKINLEY COMMUNITY SERVICES, INC. RETIREMENT INCOME PLAN | Cash balance | $1.5M | 0 | 2025 |
| #004 | ADA S. MCKINLEY COMMUNITY SERVICES, INC. PENSION INCOME PLAN | Cash balance | $1.3M | 28 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | THE CONTRACTORS PLAN TRUST HEALTH REIMBURSEMENT ARRANGEMENT | Self-funded | - | $0 | 0 | 2025 |