Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $2.6M assets / 219 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $1.6M premiums / 138 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.
403(b)
403(b)
Fully insured - PACIFICSOURCE HEALTH PLANS
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HIV ALLIANCE CLOSED RETIREMENT PLAN | 403(b) | $2.1M | 94 | 2025 |
| #002 | HIV ALLIANCE OPEN RETIREMENT PLAN | 403(b) | $449K | 125 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | HIV ALLIANCE EMPLOYEE BENEFITS PLAN | Fully insured | PACIFICSOURCE HEALTH PLANS | $1.6M | 138 | 2025 |