Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$116.3M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $189.7M assets / 1,171 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $794K premiums / 389 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.
Money purchase
403(b)
Mixed - KAISER FOUNDATION HEALTH PLAN OF WASHINGTON
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST | Money purchase | $116.3M | 572 | 2025 |
| #002 | CASEY FAMILY PROGRAMS 403(B) PLAN | 403(b) | $73.4M | 599 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | CASEY FAMILY PROGRAMS EMPLOYEE BENEFITS PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $794K | 389 | 2025 |