Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans aggregated / $64.7M assets / 1,640 participants
Share of aggregate retirement assets
Active + retired + deferred vested
2 plans / $1.1M premiums / 991 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 - DELTA DENTAL OF COLORADO
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #005 | SAN LUIS VALLEY HEALTH 403(B) PLAN | 403(b) | $43.2M | 858 | 2025 |
| #001 | SAN LUIS VALLEY HEALTH MONEY PURCHASE PLAN | Money purchase | $21.5M | 782 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SAN LUIS VALLEY HEALTH WELFARE BENEFIT PLAN | Mixed | DELTA DENTAL OF COLORADO | $1.1M | 991 | 2025 |
| #510 | THE LUTHERAN HOSPITAL ASSOCIATION OF THE SAN LUIS VALLEY DBA SAN LUIS VALLEY HEALTH, FLEXIBLE BENEFITS PLAN | Self-funded | - | $0 | 0 | 2025 |