Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$5.1M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $27.9M assets / 499 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $740K premiums / 233 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.
ESOP
401(k)
Fully insured - HEALTH ALLIANCE PLAN
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | MORIAH INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $22.8M | 293 | 2025 |
| #001 | EISENHOWER CENTER 401(K) PLAN & TRUST | 401(k) | $5.1M | 206 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | MORIAH INC. DBA EISENHOWER CENTER WELFARE BENEFITS PLAN | Fully insured | HEALTH ALLIANCE PLAN | $740K | 233 | 2025 |