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  1. Companies/
  2. Community Action Opportunities
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Community Action Opportunities

EIN 56-0817672-civic & social organization-Latest filing 2025
Plans
3
Retirement
2
$10.0M assets
Health & Benefits
1
$405K premiums
Participants
298
25 GASTON STREET - ASHEVILLE, NC 28801828-252-2495communityactionopportunities.orgLinkedIn51-200 employeescivic & social organization
Plans on this EIN
3 filings
#001401(k)-$8.5M - 164 part#004403(b)-$1.5M - 47 part#501Fully insured-$405K - 87 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $10.0M assets / 211 participants

Assets by plan

Share of aggregate retirement assets

  • ACTION OPPORTUNITIES 401(K) (#001)$8.5M
  • ACTION OPPORTUNITIES 403(B) (#004)$1.5M
Total $10.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • ACTION OPPORTUNITIES 401(K) (#001)164
  • ACTION OPPORTUNITIES 403(B) (#004)47
Total 211Select a row to open it

Benefits portfolio analytics

1 plan / $405K premiums / 87 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$315K
  • Stop-loss$315K
  • Other$90K
  • Life$61K
  • Long-term disability$61K
Total $405K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

COMMUNITY ACTION OPPORTUNITIES 401(K) PLAN

401(k)

Assets$8.5M
Participants164
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

COMMUNITY ACTION OPPORTUNITIES 403(B) PLAN

403(b)

Assets$1.5M
Participants47
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

COMMUNITY ACTION OPPORTUNITIES HEALTH CARE PLAN

Fully insured - COMPANION LIFE

Premiums$405K
Covered lives87
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001COMMUNITY ACTION OPPORTUNITIES 401(K) PLAN401(k)$8.5M1642025
#004COMMUNITY ACTION OPPORTUNITIES 403(B) PLAN403(b)$1.5M472025
  • COMMUNITY ACTION OPPORTUNITIES 401(K) PLAN$8.5M
    #001 · 401(k) · 2025164
  • COMMUNITY ACTION OPPORTUNITIES 403(B) PLAN$1.5M
    #004 · 403(b) · 202547

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501COMMUNITY ACTION OPPORTUNITIES HEALTH CARE PLANFully insuredCOMPANION LIFE$405K872025
  • COMMUNITY ACTION OPPORTUNITIES HEALTH CARE PLAN$405K
    #501 · Fully insured · COMPANION LIFE · 202587
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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