Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
CashBalance
Fully Insured - UPMC HEALTH OPTIONS
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CENTRAL OUTREACH WELLNESS CENTER, LLC 401(K) PROFIT SHARING PLAN | 401k | $5.4M | 262 | 2024 | |
| 002 | CENTRAL OUTREACH WELLNESS CENTER, LLC CASH BALANCE PENSION PLAN | CashBalance | $2.1M | 196 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CENTRAL OUTREACH WELLNESS CENTER BENEFIT PLAN | Fully Insured | UPMC HEALTH OPTIONS | $3.9M | 360 | 2025 |