Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
5 plans aggregated / $118.0M assets / 1,138 participants
Share of aggregate retirement assets
Active + retired + deferred vested
2 plans / $2.5M premiums / 885 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)
401(k)
401(k)
401(k)
Profit-sharing
Fully insured - KAISER FOUNDATION HEALTH PLAN INC.
Self-funded
5 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SIERRA CLUB 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES | 401(k) | $78.7M | 494 | 2025 |
| #004 | SIERRA CLUB 401(K) PLAN FOR PWU NATIONAL EMPLOYEES | 401(k) | $18.4M | 314 | 2025 |
| #003 | SIERRA CLUB 401(K) PLAN FOR SIERRA EMPLOYEE ALLIANCE | 401(k) | $10.8M | 106 | 2025 |
| #005 | SIERRA CLUB 401(K) PLAN FOR PWU CHAPTER EMPLOYEES | 401(k) | $9.8M | 217 | 2025 |
| #001 | SIERRA CLUB 1081 PLAN FOR PUERTO RICO EMPLOYEES | Profit-sharing | $200K | 7 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | SIERRA CLUB EMPLOYEES GROUP INSURANCE | Fully insured | KAISER FOUNDATION HEALTH PLAN INC. | $2.5M | 885 | 2025 |
| #505 | SIERRA CLUB SEVERANCE PAY PLAN | Self-funded | - | $0 | 0 | 2025 |