Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$24.8M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $28.7M assets / 254 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $1.1M premiums / 169 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.
ESOP
401(k)
Mixed - PACIFICSOURCE HEALTH PLANS
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | TATES RENTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $24.8M | 134 | 2025 |
| #001 | TATES RENTS, INC. 401(K) PLAN | 401(k) | $4.0M | 120 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | TATES RENTS WELFARE BENEFITS PLAN | Mixed | PACIFICSOURCE HEALTH PLANS | $1.1M | 169 | 2024 |