Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HIV ALLIANCE
EIN 93-0963546non-profit organization managementLatest filing 2025
Plans
3
Retirement
2
$2.6M assets
Welfare
1
$1.6M premiums
Participants
357
1195 CITY VIEW ST. - EUGENE, OR 97402541-342-5088hivalliance.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 219 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.6M premiums / 138 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$1.5M
- Health$1.4M
- Prescription drug$1.4M
- Other$79K
- Dental$71K
- Life$39K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
90%top
- PACIFICSOURCE HEALTH PLANS90%
- UNUM LIFE INSURANCE COMPANY OF AMERICA5%
- DELTA DENTAL OF CALIFORNIA4%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
78%top
- ALLIANT INSURANCE SERVICES, INC.78%
- DOUGLAS G. THURSTON22%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HIV ALLIANCE CLOSED RETIREMENT PLAN
403b
Assets$2.1M
Participants94
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HIV ALLIANCE OPEN RETIREMENT PLAN
403b
Assets$449K
Participants125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HIV ALLIANCE EMPLOYEE BENEFITS PLAN
Fully Insured - PACIFICSOURCE HEALTH PLANS
Premiums$1.6M
Covered lives138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HIV ALLIANCE CLOSED RETIREMENT PLAN | 403b | $2.1M | 94 | 2025 | |
| 002 | HIV ALLIANCE OPEN RETIREMENT PLAN | 403b | $449K | 125 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HIV ALLIANCE EMPLOYEE BENEFITS PLAN | Fully Insured | PACIFICSOURCE HEALTH PLANS | $1.6M | 138 | 2025 |
Retirement plans
Welfare plans