Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#003)$748K
- PLAN & TRUST (#001)$523K
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $1.3M assets / 10 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $3K premiums / 2 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.
Cash balance
401(k)
Self-funded - NATIONAL FRANCHISEE ASSOCIATION HEALTH PLUS-CELL
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | CHA OBGYN CASH BALANCE PLAN & TRUST | Cash balance | $748K | 4 | 2025 |
| #001 | CHA OBGYN 401K PROFIT SHARING PLAN & TRUST | 401(k) | $523K | 6 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | EMPLOYEE HEALTH PLAN OF CHA OB/GYN PC | Self-funded | NATIONAL FRANCHISEE ASSOCIATION HEALTH PLUS-CELL | $3K | 2 | 2025 |