Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Dental$765K
- Life$735K
- Other$735K
- Short-term disability$721K
- Vision$43K
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.
4 plans / $4.1M premiums / 409 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.
401(k)
Fully insured - AETNA LIFE INSURANCE COMPANY
Fully insured - MODA HEALTH
Mixed - PAN-AMERICAN LIFE INSURANCE COMPANY
Self-funded
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | ASSETS, INC. 401(K) PLAN | 401(k) | $8.2M | 314 | 2025 |
4 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #510 | ASSETS, INC. HEALTH & WELFARE PLAN | Fully insured | AETNA LIFE INSURANCE COMPANY | $1.9M | 190 | 2024 |
| #502 | ASSETS, INC. STAFF HEALTH PLAN | Fully insured | MODA HEALTH | $1.5M | 104 | 2025 |
| #512 | ASSETS, INC. HEALTH & WELFARE PLAN | Mixed | PAN-AMERICAN LIFE INSURANCE COMPANY | $721K | 115 | 2025 |
| #511 | ASSETS, INC. HRA PLAN | Self-funded | - | $0 | 0 | 2025 |