ALLIANCE, INC. HEALTH & WELFARE PLAN
Plan context: Alliance Inc 403(B) Retirement Plan
EIN 52-1277262 • Burlingame, CA • 56 filings • 11 plans
Current Snapshot
Latest Year
2024
2024 Participants
380
2024 Assets
$2,364,506
2024 Contributions
$1,252,705
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 380 | $2,364,506 | $1,252,705 | $3,297iApproximate average salary by contribution assumption: employee only about $82,415 at 4% or $54,943 at 6%; with 50% employer match about $54,943 at 4% or $36,629 at 6%; with 100% employer match about $41,207 at 4% or $27,472 at 6%. |
| Alliance Inc 403(B) Retirement Plan | - | 380 | $2,158,562 | $459,296 | $1,209iApproximate average salary by contribution assumption: employee only about $30,217 at 4% or $20,145 at 6%; with 50% employer match about $20,145 at 4% or $13,430 at 6%; with 100% employer match about $15,108 at 4% or $10,072 at 6%. |
| Alliance Inc. Health and Welfare Plan | - | 100 | $205,944 | $793,409 | $7,934iApproximate average salary by contribution assumption: employee only about $198,352 at 4% or $132,235 at 6%; with 50% employer match about $132,235 at 4% or $88,157 at 6%; with 100% employer match about $99,176 at 4% or $66,117 at 6%. |
| 2023 | 2 | 380 | $1,758,607 | $1,002,845 | $2,639iApproximate average salary by contribution assumption: employee only about $65,977 at 4% or $43,984 at 6%; with 50% employer match about $43,984 at 4% or $29,323 at 6%; with 100% employer match about $32,988 at 4% or $21,992 at 6%. |
| Alliance Inc 403(B) Retirement Plan | - | 380 | $1,674,062 | $238,225 | $627iApproximate average salary by contribution assumption: employee only about $15,673 at 4% or $10,448 at 6%; with 50% employer match about $10,448 at 4% or $6,966 at 6%; with 100% employer match about $7,836 at 4% or $5,224 at 6%. |
| Alliance Inc. Health and Welfare Plan | - | 107 | $84,545 | $764,620 | $7,146iApproximate average salary by contribution assumption: employee only about $178,650 at 4% or $119,100 at 6%; with 50% employer match about $119,100 at 4% or $79,400 at 6%; with 100% employer match about $89,325 at 4% or $59,550 at 6%. |
| 2022 | 2 | 399 | $1,663,968 | $1,082,741 | $2,714iApproximate average salary by contribution assumption: employee only about $67,841 at 4% or $45,227 at 6%; with 50% employer match about $45,227 at 4% or $30,152 at 6%; with 100% employer match about $33,920 at 4% or $22,614 at 6%. |
| Alliance Inc 403(B) Retirement Plan | - | 399 | $1,458,033 | $268,425 | $673iApproximate average salary by contribution assumption: employee only about $16,819 at 4% or $11,212 at 6%; with 50% employer match about $11,212 at 4% or $7,475 at 6%; with 100% employer match about $8,409 at 4% or $5,606 at 6%. |
| Alliance Inc. Health and Welfare Plan | - | 107 | $205,935 | $814,316 | $7,610iApproximate average salary by contribution assumption: employee only about $190,261 at 4% or $126,840 at 6%; with 50% employer match about $126,840 at 4% or $84,560 at 6%; with 100% employer match about $95,130 at 4% or $63,420 at 6%. |
| 2021 | 3 | 403 | $1,532,420 | $1,106,528 | $2,746iApproximate average salary by contribution assumption: employee only about $68,643 at 4% or $45,762 at 6%; with 50% employer match about $45,762 at 4% or $30,508 at 6%; with 100% employer match about $34,322 at 4% or $22,881 at 6%. |
| Alliance Inc 403(B) Retirement Plan | - | 403 | $1,286,989 | $224,770 | $558iApproximate average salary by contribution assumption: employee only about $13,944 at 4% or $9,296 at 6%; with 50% employer match about $9,296 at 4% or $6,197 at 6%; with 100% employer match about $6,972 at 4% or $4,648 at 6%. |
| Alliance Inc. Health and Welfare Plan | - | 115 | $245,431 | $881,758 | $7,667iApproximate average salary by contribution assumption: employee only about $191,687 at 4% or $127,791 at 6%; with 50% employer match about $127,791 at 4% or $85,194 at 6%; with 100% employer match about $95,843 at 4% or $63,896 at 6%. |
| ALLIANCE, INC. LIFE AND DISABILITY PLAN | - | 0 | - | - | - |
| 2020 | 3 | 397 | $1,647,208 | $1,253,048 | $3,156iApproximate average salary by contribution assumption: employee only about $78,907 at 4% or $52,605 at 6%; with 50% employer match about $52,605 at 4% or $35,070 at 6%; with 100% employer match about $39,454 at 4% or $26,302 at 6%. |
| Alliance Inc 403(B) Retirement Plan | - | 397 | $1,464,987 | $306,636 | $772iApproximate average salary by contribution assumption: employee only about $19,310 at 4% or $12,873 at 6%; with 50% employer match about $12,873 at 4% or $8,582 at 6%; with 100% employer match about $9,655 at 4% or $6,437 at 6%. |
| Alliance Inc. Health and Welfare Plan | - | 129 | $182,221 | $946,412 | $7,337iApproximate average salary by contribution assumption: employee only about $183,413 at 4% or $122,275 at 6%; with 50% employer match about $122,275 at 4% or $81,517 at 6%; with 100% employer match about $91,707 at 4% or $61,138 at 6%. |
| ALLIANCE, INC. LIFE AND DISABILITY PLAN | - | 119 | - | - | - |
| 2019 | 3 | 394 | $1,220,104 | $1,098,933 | $2,789iApproximate average salary by contribution assumption: employee only about $69,729 at 4% or $46,486 at 6%; with 50% employer match about $46,486 at 4% or $30,991 at 6%; with 100% employer match about $34,865 at 4% or $23,243 at 6%. |
| Alliance Inc 403(B) Retirement Plan | - | 394 | $1,011,664 | $153,292 | $389iApproximate average salary by contribution assumption: employee only about $9,727 at 4% or $6,484 at 6%; with 50% employer match about $6,484 at 4% or $4,323 at 6%; with 100% employer match about $4,863 at 4% or $3,242 at 6%. |
| Alliance Inc. Health and Welfare Plan | - | 137 | $208,440 | $945,641 | $6,902iApproximate average salary by contribution assumption: employee only about $172,562 at 4% or $115,041 at 6%; with 50% employer match about $115,041 at 4% or $76,694 at 6%; with 100% employer match about $86,281 at 4% or $57,521 at 6%. |
| ALLIANCE, INC. LIFE AND DISABILITY PLAN | - | 104 | - | - | - |
| 2018 | 4 | 398 | $1,211,259 | $1,099,347 | $2,762iApproximate average salary by contribution assumption: employee only about $69,054 at 4% or $46,036 at 6%; with 50% employer match about $46,036 at 4% or $30,691 at 6%; with 100% employer match about $34,527 at 4% or $23,018 at 6%. |
| Alliance Inc 403(B) Retirement Plan | - | 398 | $865,785 | $101,691 | $256iApproximate average salary by contribution assumption: employee only about $6,388 at 4% or $4,258 at 6%; with 50% employer match about $4,258 at 4% or $2,839 at 6%; with 100% employer match about $3,194 at 4% or $2,129 at 6%. |
| Alliance Inc. Health and Welfare Plan | - | 141 | $345,474 | $997,656 | $7,076iApproximate average salary by contribution assumption: employee only about $176,889 at 4% or $117,926 at 6%; with 50% employer match about $117,926 at 4% or $78,617 at 6%; with 100% employer match about $88,445 at 4% or $58,963 at 6%. |
| Alliance Inc. Health & Welfare Plan | - | 114 | - | - | - |
| ALLIANCE, INC. LIFE AND DISABILITY PLAN | - | 114 | - | - | - |
| 2017 | 3 | 280 | $1,334,287 | $991,352 | $3,541iApproximate average salary by contribution assumption: employee only about $88,514 at 4% or $59,009 at 6%; with 50% employer match about $59,009 at 4% or $39,339 at 6%; with 100% employer match about $44,257 at 4% or $29,505 at 6%. |
| Alliance Inc 403(B) Retirement Plan | - | 280 | $897,025 | $42,034 | $150iApproximate average salary by contribution assumption: employee only about $3,753 at 4% or $2,502 at 6%; with 50% employer match about $2,502 at 4% or $1,668 at 6%; with 100% employer match about $1,877 at 4% or $1,251 at 6%. |
| Alliance Inc. Health and Welfare Plan | - | 133 | $437,262 | $949,318 | $7,138iApproximate average salary by contribution assumption: employee only about $178,443 at 4% or $118,962 at 6%; with 50% employer match about $118,962 at 4% or $79,308 at 6%; with 100% employer match about $89,222 at 4% or $59,481 at 6%. |
| Alliance Inc. Health & Welfare Plan | - | 114 | - | - | - |
| 2016 | 3 | 402 | $1,585,558 | $991,831 | $2,467iApproximate average salary by contribution assumption: employee only about $61,681 at 4% or $41,121 at 6%; with 50% employer match about $41,121 at 4% or $27,414 at 6%; with 100% employer match about $30,841 at 4% or $20,560 at 6%. |
| Alliance Inc 403(B) Retirement Plan | - | 402 | $1,070,942 | $43,589 | $108iApproximate average salary by contribution assumption: employee only about $2,711 at 4% or $1,807 at 6%; with 50% employer match about $1,807 at 4% or $1,205 at 6%; with 100% employer match about $1,355 at 4% or $904 at 6%. |
| Alliance Inc. Health and Welfare Plan | - | 135 | $514,616 | $948,242 | $7,024iApproximate average salary by contribution assumption: employee only about $175,600 at 4% or $117,067 at 6%; with 50% employer match about $117,067 at 4% or $78,045 at 6%; with 100% employer match about $87,800 at 4% or $58,533 at 6%. |
| Alliance Inc. Health & Welfare Plan | - | 111 | - | - | - |
| 2015 | 3 | 622 | $1,798,010 | $1,043,511 | $1,678iApproximate average salary by contribution assumption: employee only about $41,942 at 4% or $27,961 at 6%; with 50% employer match about $27,961 at 4% or $18,641 at 6%; with 100% employer match about $20,971 at 4% or $13,981 at 6%. |
| Alliance Inc 403(B) Retirement Plan | - | 622 | $1,279,284 | $125,833 | $202iApproximate average salary by contribution assumption: employee only about $5,058 at 4% or $3,372 at 6%; with 50% employer match about $3,372 at 4% or $2,248 at 6%; with 100% employer match about $2,529 at 4% or $1,686 at 6%. |
| Alliance Inc. Health and Welfare Plan | - | 136 | $518,726 | $917,678 | $6,748iApproximate average salary by contribution assumption: employee only about $168,691 at 4% or $112,461 at 6%; with 50% employer match about $112,461 at 4% or $74,974 at 6%; with 100% employer match about $84,345 at 4% or $56,230 at 6%. |
| Alliance Inc. Health & Welfare Plan | - | 317 | - | - | - |
| 2014 | 3 | 665 | $2,056,104 | $927,275 | $1,394iApproximate average salary by contribution assumption: employee only about $34,860 at 4% or $23,240 at 6%; with 50% employer match about $23,240 at 4% or $15,493 at 6%; with 100% employer match about $17,430 at 4% or $11,620 at 6%. |
| Alliance Inc 403(B) Retirement Plan | - | 665 | $1,313,515 | $126,424 | $190iApproximate average salary by contribution assumption: employee only about $4,753 at 4% or $3,169 at 6%; with 50% employer match about $3,169 at 4% or $2,112 at 6%; with 100% employer match about $2,376 at 4% or $1,584 at 6%. |
| Alliance Inc. Health and Welfare Plan | - | 139 | $742,589 | $800,851 | $5,762iApproximate average salary by contribution assumption: employee only about $144,038 at 4% or $96,025 at 6%; with 50% employer match about $96,025 at 4% or $64,017 at 6%; with 100% employer match about $72,019 at 4% or $48,013 at 6%. |
| Alliance Inc. Health & Welfare Plan | - | 225 | - | - | - |
| 2013 | 2 | 669 | $2,043,450 | $826,362 | $1,235iApproximate average salary by contribution assumption: employee only about $30,880 at 4% or $20,587 at 6%; with 50% employer match about $20,587 at 4% or $13,725 at 6%; with 100% employer match about $15,440 at 4% or $10,293 at 6%. |
| Alliance Inc 403(B) Retirement Plan | - | 669 | $1,252,668 | $90,115 | $135iApproximate average salary by contribution assumption: employee only about $3,368 at 4% or $2,245 at 6%; with 50% employer match about $2,245 at 4% or $1,497 at 6%; with 100% employer match about $1,684 at 4% or $1,123 at 6%. |
| Alliance Inc. Health and Welfare Plan | - | 119 | $790,782 | $736,247 | $6,187iApproximate average salary by contribution assumption: employee only about $154,674 at 4% or $103,116 at 6%; with 50% employer match about $103,116 at 4% or $68,744 at 6%; with 100% employer match about $77,337 at 4% or $51,558 at 6%. |
| 2012 | 3 | 815 | $1,600,575 | $762,443 | $936iApproximate average salary by contribution assumption: employee only about $23,388 at 4% or $15,592 at 6%; with 50% employer match about $15,592 at 4% or $10,395 at 6%; with 100% employer match about $11,694 at 4% or $7,796 at 6%. |
| Alliance Inc 403(B) Retirement Plan | - | 815 | $1,083,368 | $101,012 | $124iApproximate average salary by contribution assumption: employee only about $3,099 at 4% or $2,066 at 6%; with 50% employer match about $2,066 at 4% or $1,377 at 6%; with 100% employer match about $1,549 at 4% or $1,033 at 6%. |
| Alliance Inc. Health and Welfare Plan | - | 111 | $517,207 | $661,431 | $5,959iApproximate average salary by contribution assumption: employee only about $148,971 at 4% or $99,314 at 6%; with 50% employer match about $99,314 at 4% or $66,209 at 6%; with 100% employer match about $74,485 at 4% or $49,657 at 6%. |
| Alliance Inc. Health & Welfare Plan | - | 402 | - | - | - |
| 2011 | 3 | 639 | $1,134,382 | $605,500 | $948iApproximate average salary by contribution assumption: employee only about $23,689 at 4% or $15,793 at 6%; with 50% employer match about $15,793 at 4% or $10,529 at 6%; with 100% employer match about $11,845 at 4% or $7,896 at 6%. |
| Alliance Inc 403(B) Retirement Plan | - | 639 | $884,073 | $98,300 | $154iApproximate average salary by contribution assumption: employee only about $3,846 at 4% or $2,564 at 6%; with 50% employer match about $2,564 at 4% or $1,709 at 6%; with 100% employer match about $1,923 at 4% or $1,282 at 6%. |
| Alliance Inc. Health and Welfare Plan | - | 99 | $250,309 | $507,200 | $5,123iApproximate average salary by contribution assumption: employee only about $128,081 at 4% or $85,387 at 6%; with 50% employer match about $85,387 at 4% or $56,925 at 6%; with 100% employer match about $64,040 at 4% or $42,694 at 6%. |
| Alliance Inc. Health and Welfare Plan | - | 154 | - | - | - |
| 2010 | 3 | 609 | $829,192 | $149,354 | $245iApproximate average salary by contribution assumption: employee only about $6,131 at 4% or $4,087 at 6%; with 50% employer match about $4,087 at 4% or $2,725 at 6%; with 100% employer match about $3,066 at 4% or $2,044 at 6%. |
| Alliance Inc 403(B) Retirement Plan | - | 609 | $808,466 | $125,102 | $205iApproximate average salary by contribution assumption: employee only about $5,136 at 4% or $3,424 at 6%; with 50% employer match about $3,424 at 4% or $2,282 at 6%; with 100% employer match about $2,568 at 4% or $1,712 at 6%. |
| Alliance Inc. Health and Welfare Plan | - | 23 | $20,726 | $24,252 | $1,054iApproximate average salary by contribution assumption: employee only about $26,361 at 4% or $17,574 at 6%; with 50% employer match about $17,574 at 4% or $11,716 at 6%; with 100% employer match about $13,180 at 4% or $8,787 at 6%. |
| Alliance Inc. Health and Welfare Plan | - | 140 | - | - | - |
| 2009 | 2 | 574 | $603,798 | $383,392 | $668iApproximate average salary by contribution assumption: employee only about $16,698 at 4% or $11,132 at 6%; with 50% employer match about $11,132 at 4% or $7,421 at 6%; with 100% employer match about $8,349 at 4% or $5,566 at 6%. |
| Alliance Inc 403(B) Retirement Plan | - | 574 | $603,798 | $383,392 | $668iApproximate average salary by contribution assumption: employee only about $16,698 at 4% or $11,132 at 6%; with 50% employer match about $11,132 at 4% or $7,421 at 6%; with 100% employer match about $8,349 at 4% or $5,566 at 6%. |
| Alliance Inc. Health and Welfare Plan | - | 336 | - | - | - |
| 2008 | 1 | 0 | $2,306,980 | $0 | - |
| Alliance Inc. Employees Pension Plan | - | 0 | $2,306,980 | - | - |
| 2007 | 1 | 0 | $3,309,299 | $0 | - |
| Alliance Inc. Employees Pension Plan | - | 0 | $3,309,299 | - | - |
| 2006 | 1 | 379 | $3,940,215 | $447,008 | $1,179iApproximate average salary by contribution assumption: employee only about $29,486 at 4% or $19,657 at 6%; with 50% employer match about $19,657 at 4% or $13,105 at 6%; with 100% employer match about $14,743 at 4% or $9,829 at 6%. |
| Alliance Inc. Employees Pension Plan | - | 379 | $3,940,215 | $447,008 | $1,179iApproximate average salary by contribution assumption: employee only about $29,486 at 4% or $19,657 at 6%; with 50% employer match about $19,657 at 4% or $13,105 at 6%; with 100% employer match about $14,743 at 4% or $9,829 at 6%. |
| 2005 | 1 | 368 | $3,310,613 | $394,993 | $1,073iApproximate average salary by contribution assumption: employee only about $26,834 at 4% or $17,889 at 6%; with 50% employer match about $17,889 at 4% or $11,926 at 6%; with 100% employer match about $13,417 at 4% or $8,945 at 6%. |
| Alliance Inc. Employees Pension Plan | - | 368 | $3,310,613 | $394,993 | $1,073iApproximate average salary by contribution assumption: employee only about $26,834 at 4% or $17,889 at 6%; with 50% employer match about $17,889 at 4% or $11,926 at 6%; with 100% employer match about $13,417 at 4% or $8,945 at 6%. |
| 2004 | 1 | 370 | $2,950,658 | $342,275 | $925iApproximate average salary by contribution assumption: employee only about $23,127 at 4% or $15,418 at 6%; with 50% employer match about $15,418 at 4% or $10,279 at 6%; with 100% employer match about $11,563 at 4% or $7,709 at 6%. |
| Alliance Inc. Employees Pension Plan | - | 370 | $2,950,658 | $342,275 | $925iApproximate average salary by contribution assumption: employee only about $23,127 at 4% or $15,418 at 6%; with 50% employer match about $15,418 at 4% or $10,279 at 6%; with 100% employer match about $11,563 at 4% or $7,709 at 6%. |
| 2003 | 3 | 387 | $2,754,517 | $340,080 | $879iApproximate average salary by contribution assumption: employee only about $21,969 at 4% or $14,646 at 6%; with 50% employer match about $14,646 at 4% or $9,764 at 6%; with 100% employer match about $10,984 at 4% or $7,323 at 6%. |
| Alliance Inc. Employees Pension Plan | - | 387 | $2,754,517 | $340,080 | $879iApproximate average salary by contribution assumption: employee only about $21,969 at 4% or $14,646 at 6%; with 50% employer match about $14,646 at 4% or $9,764 at 6%; with 100% employer match about $10,984 at 4% or $7,323 at 6%. |
| Alliance Inc. Health and Welfare Plan | - | 184 | - | - | - |
| Alliance Inc. Employees Pension Plan | - | 184 | - | - | - |
| 2002 | 1 | 332 | $2,283,539 | $262,693 | $791iApproximate average salary by contribution assumption: employee only about $19,781 at 4% or $13,187 at 6%; with 50% employer match about $13,187 at 4% or $8,792 at 6%; with 100% employer match about $9,891 at 4% or $6,594 at 6%. |
| Alliance Inc. Employees Pension Plan | - | 332 | $2,283,539 | $262,693 | $791iApproximate average salary by contribution assumption: employee only about $19,781 at 4% or $13,187 at 6%; with 50% employer match about $13,187 at 4% or $8,792 at 6%; with 100% employer match about $9,891 at 4% or $6,594 at 6%. |
| 2001 | 1 | 376 | $1,917,983 | $361,341 | $961iApproximate average salary by contribution assumption: employee only about $24,025 at 4% or $16,017 at 6%; with 50% employer match about $16,017 at 4% or $10,678 at 6%; with 100% employer match about $12,013 at 4% or $8,008 at 6%. |
| Alliance Inc. Employees Pension Plan | - | 376 | $1,917,983 | $361,341 | $961iApproximate average salary by contribution assumption: employee only about $24,025 at 4% or $16,017 at 6%; with 50% employer match about $16,017 at 4% or $10,678 at 6%; with 100% employer match about $12,013 at 4% or $8,008 at 6%. |
| 2000 | 1 | 431 | $0 | $0 | - |
| Alliance Inc. Employees Pension Plan | - | 431 | - | - | - |
| 1999 | 1 | 293 | $1,881,060 | $239,361 | $817iApproximate average salary by contribution assumption: employee only about $20,423 at 4% or $13,616 at 6%; with 50% employer match about $13,616 at 4% or $9,077 at 6%; with 100% employer match about $10,212 at 4% or $6,808 at 6%. |
| Alliance Inc. Employees Pension Plan | - | 293 | $1,881,060 | $239,361 | $817iApproximate average salary by contribution assumption: employee only about $20,423 at 4% or $13,616 at 6%; with 50% employer match about $13,616 at 4% or $9,077 at 6%; with 100% employer match about $10,212 at 4% or $6,808 at 6%. |