Assets by plan
Share of aggregate retirement assets
55%top
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
CashBalance
401k
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AMERICAN SPEECH-LANGUAGE-HEARING ASSOCIATION RETIREMENT INCOME PLAN | CashBalance | $99.7M | 553 | 2024 | |
| 002 | ASHA 401(K) PLAN | 401k | $81.2M | 401 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 517 | AMERICAN SPEECH-LANGUAGE-HEARING ASSOCIATION WELFARE BENEFITS PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $524K | 341 | 2025 |