Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
MoneyPurchase
403b
Mixed - UNITED HERITAGE LIFE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TERRY REILLY HEALTH SERVICES MONEY PURCHASE PLAN | MoneyPurchase | $17.2M | 520 | 2025 | |
| 002 | TERRY REILLY HEALTH SERVICES 403B PLAN | 403b | $12.5M | 603 | 2025 |
| 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 |