Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
CashBalance
Fully Insured - ZURICH AMERICAN INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HEALTH ALLIANCE PLAN & POPULANCE 401(K) PLAN | 401k | $141.4M | 1,338 | 2024 | |
| 001 | HEALTH ALLIANCE PLAN RETIREMENT PLAN | CashBalance | $52.1M | 656 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 512 | HEALTH ALLIANCE PLAN TRAVEL ACCIDENT POLICY | Fully Insured | ZURICH AMERICAN INSURANCE COMPANY | $5K | 614 | 2024 |