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 / $29.7M assets / 1,123 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $491K premiums / 544 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.
Money purchase
403(b)
Mixed - UNITED HERITAGE LIFE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | TERRY REILLY HEALTH SERVICES MONEY PURCHASE PLAN | Money purchase | $17.2M | 520 | 2025 |
| #002 | TERRY REILLY HEALTH SERVICES 403B PLAN | 403(b) | $12.5M | 603 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | TERRY REILLY HEALTH SERVICES EMPLOYEE BENEFITS PLAN | Mixed | UNITED HERITAGE LIFE INSURANCE COMPANY | $491K | 544 | 2025 |