Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
403b
TraditionalDB
Fully Insured - KAISER FOUNDATION HEALTH PLAN INC
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SPECIAL SERVICE FOR GROUPS, INC. 403(B) PLAN | 403b | $74.7M | 2,138 | 2025 | |
| 001 | DEFINED BENEFIT PLAN OF SPECIAL SERVICE FOR GROUPS, INC. | TraditionalDB | $29.0M | 400 | 2025 |
| 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 |