Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans aggregated / $110.2M assets / 1,312 participants
Share of aggregate retirement assets
Active + retired + deferred vested
2 plans / $1.0M premiums / 1,213 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.
401(k)
Traditional DB
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Fully insured - HEALTH ADVOCATE SOLUTIONS, INC.
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | AUGUSTA NATIONAL, INC. INVESTMENT SAVINGS PLAN | 401(k) | $66.4M | 660 | 2025 |
| #001 | RETIREMENT PLAN FOR EMPLOYEES OF AUGUSTA NATIONAL, INC. | Traditional DB | $43.7M | 652 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | AUGUSTA NATIONAL, INC. WELFARE BENEFIT PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1.0M | 680 | 2025 |
| #502 | AUGUSTA NATIONAL, INC EMPLOYEE ASSISTANCE PROGRAM | Fully insured | HEALTH ADVOCATE SOLUTIONS, INC. | $10K | 533 | 2025 |