Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $139.1M assets / 802 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $1.0M premiums / 286 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.
Traditional DB
401(k)
Mixed - STANDARD INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CONCORD GENERAL MUTUAL INSURANCE COMPANY EMPLOYEES PENSION PLAN | Traditional DB | $105.6M | 426 | 2025 |
| #002 | CONCORD GENERAL MUTUAL INSURANCE COMPANY 401(K) PLAN | 401(k) | $33.6M | 376 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #510 | CONCORD GENERAL MUTUAL INSURANCE COMPANY WELFARE BENEFIT PLAN | Mixed | STANDARD INSURANCE COMPANY | $1.0M | 286 | 2025 |