Assets by plan
Share of aggregate retirement assets
- & POPULANCE 401(K) (#002)$162.7M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $217.7M assets / 2,045 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $5K premiums / 672 covered lives
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
Fully insured - ZURICH AMERICAN INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | HEALTH ALLIANCE PLAN & POPULANCE 401(K) PLAN | 401(k) | $162.7M | 1,423 | 2025 |
| #001 | HEALTH ALLIANCE PLAN RETIREMENT PLAN | Cash balance | $54.9M | 622 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #512 | HEALTH ALLIANCE PLAN TRAVEL ACCIDENT POLICY | Fully insured | ZURICH AMERICAN INSURANCE COMPANY | $5K | 672 | 2025 |