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.
2 plans aggregated / $28.3M assets / 2,135 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $1.8M premiums / 183 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)
Profit-sharing
Mixed - BCBSMN, INC, D.B.A. BLUE CROSS AND BLUE SHIELD OF MINNESOTA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CERENITY SENIOR CARE 403(B) PLAN | 403(b) | $18.3M | 1,160 | 2024 |
| #002 | CERENITY SENIOR CARE EMPLOYEE RETIREMENT PLAN | Profit-sharing | $10.0M | 975 | 2024 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CERENITY SENIOR CARE HEALTH AND WELFARE PLAN | Mixed | BCBSMN, INC, D.B.A. BLUE CROSS AND BLUE SHIELD OF MINNESOTA | $1.8M | 183 | 2025 |