Assets by plan
Share of aggregate retirement assets
Filings through .
Alabama Housing Finance Authority
EIN 63-0980480financial servicesLatest filing 2025
Plans
3
Retirement
2
$55.1M assets
Health & Benefits
1
$2.3M premiums
Participants
492
7460 HALCYON POINTE DRIVE, STE 200 - MONTGOMERY, AL 36117334-244-9200ahfa.comLinkedIn51-200 employeesfinancial services
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $55.1M assets / 326 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.3M premiums / 250 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.2M
- Health$2.1M
- Dental$2.1M
- Vision$2.1M
- Prescription drug$2.1M
- Long-term disability$102K
- +2 more
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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#002
ALABAMA HOUSING FINANCE AUTHORITY EMPLOYEES' PENSION PLAN
Traditional DB
Assets$34.5M
Participants155
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
ALABAMA HOUSING FINANCE AUTHORITY RETIREMENT PLAN
Money purchase
Assets$20.6M
Participants171
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
ALABAMA HOUSING FINANCE AUTHORITY FLEXIBLE BENEFIT PLAN
Fully insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA
Premiums$2.3M
Covered lives250
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | ALABAMA HOUSING FINANCE AUTHORITY EMPLOYEES' PENSION PLAN | Traditional DB | $34.5M | 155 | 2025 |
| #001 | ALABAMA HOUSING FINANCE AUTHORITY RETIREMENT PLAN | Money purchase | $20.6M | 171 | 2025 |
- #002 · Traditional DB · 2025155
- #001 · Money purchase · 2025171
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | ALABAMA HOUSING FINANCE AUTHORITY FLEXIBLE BENEFIT PLAN | Fully insured | BLUE CROSS AND BLUE SHIELD OF ALABAMA | $2.3M | 250 | 2025 |
- #501 · Fully insured · BLUE CROSS AND BLUE SHIELD OF ALABAMA · 2025250
Retirement plans
Health & Benefits plans