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  2. HEALTH ALLIANCE PLAN OF MICHIGAN
Sponsor portfolioTH

HEALTH ALLIANCE PLAN OF MICHIGAN

EIN 38-2242827-hospital & health care-Latest filing 2024
Plans
3
Retirement
2
$193.5M assets
Welfare
1
$5K premiums
Participants
2,608
3031 W. GRAND BLVD., SUITE 110 - DETROIT, MI 48202313-664-8131hap.orgLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
3 filings
#002401k-$141.4M - 1,338 part#001CashBalance-$52.1M - 656 part#512Fully Insured-$5K - 614 lives

Retirement portfolio analytics

2 plans aggregated / $193.5M assets / 1,994 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • & POPULANCE 401(K) (#002)73%
  • PLAN RETIREMENT PLAN (#001)27%
Total $193.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
73%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE73%
  • (Not disclosed)27%
Total $193.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & POPULANCE 401(K) (#002)1,338
  • PLAN RETIREMENT PLAN (#001)656
Total 1,994Click row to drill in

Benefits portfolio analytics

1 plan / $5K premiums / 614 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • ZURICH AMERICAN INSURANCE COMPANY100%
Total $5K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $2K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HEALTH ALLIANCE PLAN & POPULANCE 401(K) PLAN

401k

Assets$141.4M
Participants1,338
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HEALTH ALLIANCE PLAN RETIREMENT PLAN

CashBalance

Assets$52.1M
Participants656
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512

HEALTH ALLIANCE PLAN TRAVEL ACCIDENT POLICY

Fully Insured - ZURICH AMERICAN INSURANCE COMPANY

Premiums$5K
Covered lives614
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HEALTH ALLIANCE PLAN & POPULANCE 401(K) PLAN401k$141.4M1,3382024
001HEALTH ALLIANCE PLAN RETIREMENT PLANCashBalance$52.1M6562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
512HEALTH ALLIANCE PLAN TRAVEL ACCIDENT POLICYFully InsuredZURICH AMERICAN INSURANCE COMPANY$5K6142024
Retirement plans
Welfare plans
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