Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
COMMUNITY ACTION OPPORTUNITIES, INC
EIN 56-0817672civic & social organizationLatest filing 2025
Plans
3
Retirement
2
$9.0M assets
Welfare
1
$405K premiums
Participants
298
25 GASTON STREET - ASHEVILLE, NC 28801828-252-2495communityactionopportunities.orgLinkedIn51-200 employeescivic & social organization
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $9.0M assets / 211 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $405K premiums / 87 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$315K
- Stop-loss$315K
- Other$90K
- Life$61K
- Long-term disability$61K
Carrier market share
Premium dollars by Schedule A carrier
78%top
- COMPANION LIFE INSURANCE COMPANY78%
- UNITED OF OMAHA LIFE INSURANCE COMPANY15%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
- ALLYHEALTH LLC2%
Broker market share
Schedule A broker compensation
83%top
- LEGACY RISK SOLUTIONS LLC83%
- CENTERSTONE INSURANCE AND FINANCIAL17%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COMMUNITY ACTION OPPORTUNITIES 401(K) PLAN
401k
Assets$7.6M
Participants162
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
COMMUNITY ACTION OPPORTUNITIES 403(B) PLAN
403b
Assets$1.5M
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COMMUNITY ACTION OPPORTUNITIES HEALTH CARE PLAN
Fully Insured - COMPANION LIFE
Premiums$405K
Covered lives87
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COMMUNITY ACTION OPPORTUNITIES 401(K) PLAN | 401k | $7.6M | 162 | 2024 | |
| 004 | COMMUNITY ACTION OPPORTUNITIES 403(B) PLAN | 403b | $1.5M | 49 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COMMUNITY ACTION OPPORTUNITIES HEALTH CARE PLAN | Fully Insured | COMPANION LIFE | $405K | 87 | 2025 |
Retirement plans
Welfare plans