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 benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
CashBalance
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 007 | REVO AND I-HEALTH RETIREMENT PLAN | 401k | $531.3M | 4,815 | 2024 | |
| 010 | INFINITE HEALTH COLLABORATIVE, P.A. CASH BALANCE PLAN | CashBalance | $20.5M | 96 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | REVO HEALTH, LLC/INFINITE HEALTH COLLABORATIVE, P.A. (I-HEALTH) CAFETERIA PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3.6M | 2,629 | 2024 |