Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
REVERE HEALTH
EIN 87-0281028Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$296.3M assets
Welfare
1
$9.2M premiums
Participants
4,089
1055 NORTH 500 WEST BUILDING B - PROVO, UT 84604801-429-8035
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $296.3M assets / 3,104 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $9.2M premiums / 3,172 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Prescription drug$5.5M
- Dental$1.3M
- Vision$1.3M
- Stop-loss$1.0M
- Life$740K
- Short-term disability$740K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
60%top
- CVS PHARMACY, INC60%
- METROPOLITAN LIFE INSURANCE COMPANY19%
- WESTPORT INSURANCE CORPORATION11%
- HARTFORD LIFE AND ACCIDENT8%
- COMPSYCH2%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- NFP INSURANCE SERVICES INC100%
- TOTAL BENEFITS, INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
REVERE HEALTH 401(K) PROFIT SHARING PLAN
401k
Assets$278.5M
Participants3,016
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
REVERE HEALTH CASH BALANCE PLAN
CashBalance
Assets$17.8M
Participants88
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
REVERE HEALTH EMPLOYEE BENEFIT PLAN
Fully Insured - CVS PHARMACY INC.
Premiums$9.2M
Covered lives3,172
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | REVERE HEALTH 401(K) PROFIT SHARING PLAN | 401k | $278.5M | 3,016 | 2025 | |
| 003 | REVERE HEALTH CASH BALANCE PLAN | CashBalance | $17.8M | 88 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | REVERE HEALTH EMPLOYEE BENEFIT PLAN | Fully Insured | CVS PHARMACY INC. | $9.2M | 3,172 | 2025 |
Retirement plans
Welfare plans