Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#003)$10.0M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.
2 plans aggregated / $19.5M assets / 527 participants
Share of aggregate retirement assets
Active + retired + deferred vested
4 plans / $29K premiums / 255 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.
Other DC
403(b)
Fully insured - VISION SERVICE PLAN
Fully insured - UMUM LIFE INSURANCE COMPANY OF AMERICA
Self-funded
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | CREATIVE ALTERNATIVES, INC RETIREMENT PLAN & TRUST | Other DC | $10.0M | 281 | 2025 |
| #001 | CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN | 403(b) | $9.5M | 246 | 2025 |
4 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #505 | CREATIVE ALTERNATIVES INC GROUP VISION INSURANCE PLAN | Fully insured | VISION SERVICE PLAN | $19K | 100 | 2025 |
| #503 | CREATIVE ALTERNATIVES INC LIFE INSURANCE & ACCIDENTAL DEATH & DISMEMBERMENT PLAN | Fully insured | UMUM LIFE INSURANCE COMPANY OF AMERICA | $10K | 155 | 2025 |
| #502 | CREATIVE ALTERNATIVES INC DENTAL BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
| #504 | CREATIVE ALTERNATIVES INC GROUP HEALTH INSURANCE PLAN | Self-funded | - | $0 | 0 | 2025 |