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
403b
MoneyPurchase
Mixed - AMERICAN HERITAGE LIFE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 011 | FAITH REGIONAL HEALTH SERVICES TAX DEFERRED ANNUITY PLAN | 403b | $103.7M | 1,641 | 2024 | |
| 010 | FAITH REGIONAL HEALTH SERVICES EMPLOYEES RETIREMENT PLAN | MoneyPurchase | $62.0M | 1,567 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FAITH REGIONAL HEALTH SERVICES EMPLOYEE BENEFITS PLAN | Mixed | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $546K | 1,404 | 2025 |