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 / $824K assets / 278 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $539K premiums / 152 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)
401(k)
Fully insured - HEALTH ALLIANCE PLAN
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | WHALEY CHILDREN'S CENTER 403(B) PLAN | 403(b) | $635K | 180 | 2025 |
| #001 | WHALEY CHILDREN'S CENTER 403(B)/ERISA TAX SHELTERED ANNUITY PLAN | 401(k) | $190K | 98 | 2024 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | WHALEY CHILDRENS CENTER INC EMPLOYEE BENEFITS PLAN | Fully insured | HEALTH ALLIANCE PLAN | $539K | 152 | 2025 |