Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.
2 plans aggregated / $34.2M assets / 645 participants
Share of aggregate retirement assets
Active + retired + deferred vested
4 plans / $2.7M premiums / 747 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)
Profit-sharing
Fully insured - HEALTHPARTNERS, INSURANCE COMPANY
Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Mixed - FIRST STOP HEALTH, LLC
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | CENTER FOR ENERGY AND ENVIRONMENT 403(B) PLAN | 403(b) | $19.2M | 337 | 2025 |
| #003 | CENTER FOR ENERGY AND ENVIRONMENT 401(A) PLAN | Profit-sharing | $15.0M | 308 | 2025 |
4 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #505 | CENTER FOR ENERGY AND ENVIRONMENT GROUP HEALTH & WELFARE PLAN | Fully insured | HEALTHPARTNERS, INSURANCE COMPANY | $2.6M | 369 | 2025 |
| #506 | CENTER FOR ENERGY AND ENVIRONMENT VOLUNTARY LIFE AND AD&D PLAN | Fully insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $24K | 121 | 2025 |
| #507 | CENTER FOR ENERGY AND ENVIRONMENT TELEHEALTH PLAN | Mixed | FIRST STOP HEALTH, LLC | $18K | 257 | 2025 |
| #501 | CENTER FOR ENERGY AND ENVIRONMENT VEBA HEALTH SAVINGS PLAN | Self-funded | - | $0 | 0 | 2025 |