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Sponsor portfolio

ALABAMA HOUSING FINANCE AUTHORITY

EIN 63-0980480-financial services-Latest filing 2025
Plans
3
Retirement
2
$55.1M assets
Welfare
1
$2.3M premiums
Participants
492
7460 HALCYON POINTE DRIVE, STE 200 - MONTGOMERY, AL 36117334-244-9200ahfa.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filings
#002TraditionalDB-$34.5M - 155 part#001MoneyPurchase-$20.6M - 171 part#501Fully Insured-$2.3M - 250 lives

Retirement portfolio analytics

2 plans aggregated / $55.1M assets / 326 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • AUTHORITY EMPLOYEES' PENSION (#002)63%
  • AUTHORITY RETIREMENT PLAN (#001)37%
Total $55.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AUTHORITY RETIREMENT PLAN (#001)171
  • AUTHORITY EMPLOYEES' PENSION (#002)155
Total 326Click row to drill in

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
Total $2.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • NORTHWESTERN MUTUAL6%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
Total $2.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • ABLE BENEFIT SOLUTIONS55%
  • DAVID B MILLER38%
  • NMA INC7%
Total $25K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ALABAMA HOUSING FINANCE AUTHORITY EMPLOYEES' PENSION PLAN

TraditionalDB

Assets$34.5M
Participants155
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ALABAMA HOUSING FINANCE AUTHORITY RETIREMENT PLAN

MoneyPurchase

Assets$20.6M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALABAMA HOUSING FINANCE AUTHORITY FLEXIBLE BENEFIT PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$2.3M
Covered lives250
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ALABAMA HOUSING FINANCE AUTHORITY EMPLOYEES' PENSION PLANTraditionalDB$34.5M1552025
001ALABAMA HOUSING FINANCE AUTHORITY RETIREMENT PLANMoneyPurchase$20.6M1712025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALABAMA HOUSING FINANCE AUTHORITY FLEXIBLE BENEFIT PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF ALABAMA$2.3M2502025
Retirement plans
Welfare plans
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