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Sponsor portfolio

ASSETS, INC.

EIN 92-0076696-Latest filing 2025
Plans
3
Retirement
1
$7.5M assets
Welfare
2
$3.4M premiums
Participants
828
2330 NICHOLS STREET - ANCHORAGE, AK 99508907-279-6617
Plans on this EIN
3 filings
#002401k-$7.5M - 331 part#510Fully Insured-$1.9M - 190 lives#502Fully Insured-$1.5M - 104 lives

Benefits portfolio analytics

2 plans / $3.4M premiums / 294 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$43K
  • Vision$43K
  • Life$13K
  • Other$13K
Total $1.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • MODA HEALTH96%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY4%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • PARKER SMITH & FEEK INC.100%
Total $77K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ASSETS, INC. 401(K) PLAN

401k

Assets$7.5M
Participants331
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

ASSETS, INC. HEALTH & WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$1.9M
Covered lives190
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

ASSETS, INC. STAFF HEALTH PLAN

Fully Insured - MODA HEALTH

Premiums$1.5M
Covered lives104
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ASSETS, INC. 401(K) PLAN401k$7.5M3312024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
510ASSETS, INC. HEALTH & WELFARE PLANFully InsuredAETNA LIFE INSURANCE COMPANY$1.9M1902024
502ASSETS, INC. STAFF HEALTH PLANFully InsuredMODA HEALTH$1.5M1042025
Retirement plans
Welfare plans
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