Assets by plan
Share of aggregate retirement assets
- & WELLNESS 403(B) (#002)$67.1M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $67.5M assets / 1,247 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $8.7M premiums / 892 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.
401(k)
403(b)
Fully insured - KAISER FOUNDATION HEALTH PLAN OF COLORADO
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | CLINICA FAMILY HEALTH & WELLNESS 403(B) PLAN | 401(k) | $67.1M | 1,236 | 2025 |
| #001 | PEOPLE'S CLINIC, INC. 403(B) MONEY PURCHASE AND THRIFT RETIREMENT PLAN | 403(b) | $377K | 11 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | CLINICA FAMILY HEALTH & WELLNESS EMPLOYEE BENEFIT PLAN | Fully insured | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $8.7M | 892 | 2025 |