Cambia Health Solutions Retirement Plan
Sponsored by Cambia Health Solutions, Inc. · EIN 931179316 · Plan #001
- Total assets
- $438M
- Net assets
- $362M
- Active participants
- 1,312
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Karras Company, Inc. CRD 109578 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pimco | Investment management | $548,402 |
| Wellington Management | Investment management fees (direct), Soft dollars commissions | $400,947 |
| Wellington Trust Company | Investment management | $398,510 |
| Mercer(us), Inc. | Actuarial | $130,000 |
| The Bank Of New York Mellon | Custodial (other), Custodial (securities) | $127,740 |
| The Karras Company | Investment advisory (plan) | $59,040 |
| Aetna Inc. | Contract administrator, Investment management fees (direct), Other insurance fees and expenses | $11,345 |