Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AMERIHEALTH CARITAS SERVICES, LLC
EIN 45-5415725insuranceLatest filing 2024
Plans
3
Retirement
2
$1.14B assets
Welfare
1
$20.6M premiums
Participants
23,190
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.14B assets / 13,590 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
83%top
- THE VANGUARD GROUP, INC.83%
- (Not disclosed)17%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $20.6M premiums / 9,539 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$17.6M
- Long-term disability$16.8M
- Other$3.0M
- Life$3.0M
Carrier market share
Premium dollars by Schedule A carrier
100%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA100%
- DELAWARE AMERICAN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- CAPITAL MANAGEMENT ENTERPRISES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AMERIHEALTH CARITAS 401(K) PLAN
401k
Assets$947.5M
Participants11,296
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AMERIHEALTH CARITAS PENSION PLAN
CashBalance
Assets$187.9M
Participants2,294
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AMERIHEALTH CARITAS SERVICES COMPREHENSIVE WELFARE BENEFIT PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$20.6M
Covered lives9,539
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AMERIHEALTH CARITAS 401(K) PLAN | 401k | $947.5M | 11,296 | 2024 | |
| 002 | AMERIHEALTH CARITAS PENSION PLAN | CashBalance | $187.9M | 2,294 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AMERIHEALTH CARITAS SERVICES COMPREHENSIVE WELFARE BENEFIT PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $20.6M | 9,539 | 2024 |
Retirement plans
Welfare plans