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
401k
403b
Mixed - UNITED CONCORDIA INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COMMUNITY REACH CENTER SYSTEMS, INC. RETIREMENT PLAN | 401k | $22.1M | 697 | 2024 | |
| 002 | TAX SHELTERED ANNUITY PLAN OF COMMUNITY REACH CENTER SYSTEMS, INC. | 403b | $608K | 46 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | COMMUNITY REACH CENTER WELFARE BENEFITS PLAN | Mixed | UNITED CONCORDIA INSURANCE COMPANY | $279K | 840 | 2025 |