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  2. ALABAMA TRUCKING ASSOC. WORKERS COMPENSATION SELF INSURANCE FUND
Sponsor portfolio

ALABAMA TRUCKING ASSOC. WORKERS COMPENSATION SELF INSURANCE FUND

EIN 63-1087220-insurance-Latest filing 2025
Plans
2
Retirement
2
$7.8M assets
Welfare
0
Participants
57
7550 HALCYON POINTE DRIVE - MONTGOMERY, AL 36117334-834-7911LinkedIn1-10 employeesinsurance
Plans on this EIN
2 filings
#001401k-$4.2M - 30 part#002TraditionalDB-$3.5M - 27 part

Retirement portfolio analytics

2 plans aggregated / $7.8M assets / 57 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • FUND RETIREMENT PLAN (#001)55%
  • CASH BALANCE PLAN (#002)45%
Total $7.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FUND RETIREMENT PLAN (#001)30
  • CASH BALANCE PLAN (#002)27
Total 57Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ALABAMA TRUCKING ASSOCIATION WORKERS COMPENSATION SELF INSURANCE FUND RETIREMENT PLAN

401k

Assets$4.2M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ATA WORKERS' COMP FUND CASH BALANCE PLAN

TraditionalDB

Assets$3.5M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ALABAMA TRUCKING ASSOCIATION WORKERS COMPENSATION SELF INSURANCE FUND RETIREMENT PLAN401k$4.2M302025
002ATA WORKERS' COMP FUND CASH BALANCE PLANTraditionalDB$3.5M272024
Retirement plans
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