Assets by plan
Share of aggregate retirement assets
- FOR GROUPS, INC. (#001)$29.0M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $103.7M assets / 2,538 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $12.9M premiums / 1,556 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)
Traditional DB
Fully insured - KAISER FOUNDATION HEALTH PLAN INC
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SPECIAL SERVICE FOR GROUPS, INC. 403(B) PLAN | 403(b) | $74.7M | 2,138 | 2025 |
| #001 | DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS, INC. | Traditional DB | $29.0M | 400 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | SPECIAL SERVICE FOR GROUPS, INC. WRAP BENEFIT PLAN | Fully insured | KAISER FOUNDATION HEALTH PLAN INC | $12.9M | 1,556 | 2025 |