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
401k
ESOP
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DUBOIS & KING, INC. PROFIT SHARING 401(K) PLAN | 401k | $25.6M | 211 | 2025 | |
| 002 | DUBOIS & KING EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $9.7M | 184 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DUBOIS & KING, INC. WELFARE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $859K | 153 | 2025 |