Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $25.7M assets / 252 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
403(b)
403(b)
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THREE RIVERS PLANNING AND DEVELOPMENT DISTRICT, INC. AMENDED AND RESTATED TAX-SHELTERED ANNUITY PLAN | 403(b) | $15.4M | 125 | 2025 |
| #002 | THREE RIVERS PLANNING AND DEVELOPMENT DISTRICT, INC. RETIREMENT SAVINGS PLAN | 403(b) | $10.3M | 127 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | THREE RIVERS PLANNING & DISTRICT INC. EMPLOYEE MED | Self-funded | - | $0 | 0 | 2025 |