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 / $14.0M assets / 313 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $810K premiums / 152 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.
403(b)
Money purchase
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #007 | RURAL HEALTH RESOURCES OF JACKSON COUNTY INC. DBA HOLTON COMMUNITY HOSPITAL TAX DEFERRED ANNUITY PLAN | 403(b) | $10.8M | 225 | 2025 |
| #006 | RURAL HEALTH RESOURCES OF JACKSON COUNTY INC. DBA HOLTON COMMUNITY HOSPITAL EMPLOYEES PENSION PLAN | Money purchase | $3.1M | 88 | 2024 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | HOLTON COMMUNITY HOSPITAL EMPLOYEE BENEFIT PLANS | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $810K | 152 | 2025 |