Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
REVERE HEALTH
EIN 87-0281028Health Care and Social AssistanceLatest filing 2024
Plans
3
Retirement
2
$272.6M assets
Welfare
1
$8.8M premiums
Participants
4,137
1055 NORTH 500 WEST - PROVO, UT 84604801-429-8035
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $272.6M assets / 3,061 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $8.8M premiums / 3,194 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Prescription drug$5.3M
- Dental$1.3M
- Vision$1.3M
- Stop-loss$1.1M
- Life$709K
- Short-term disability$709K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
60%top
- CVS PHARMACY, INC60%
- METROPOLITAN LIFE INSURANCE COMPANY19%
- SUN LIFE ASSURANCE COMPANY OF CANADA12%
- HARTFORD LIFE AND ACCIDENT8%
- COMPSYCH0%
- +1 more
Broker market share
Schedule A broker compensation
82%top
- NFP INSURANCE SERVICES INC82%
- ALTERITY GROUP18%
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$254.8M
Participants2,973
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
CENTRAL UTAH CLINIC EMPLOYEE BENEFIT PLAN
Fully Insured - CVS PHARMACY INC.
Premiums$8.8M
Covered lives3,194
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | REVERE HEALTH 401(K) PROFIT SHARING PLAN | 401k | $254.8M | 2,973 | 2024 | |
| 003 | REVERE HEALTH CASH BALANCE PLAN | CashBalance | $17.8M | 88 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CENTRAL UTAH CLINIC EMPLOYEE BENEFIT PLAN | Fully Insured | CVS PHARMACY INC. | $8.8M | 3,194 | 2024 |
Retirement plans
Welfare plans