Assets by plan
Share of aggregate retirement assets
- CFC ESOP (#005)$98.7M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $129.6M assets / 1,321 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $1.0M premiums / 677 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.
ESOP
401(k)
Mixed - UNDERWRITING MANAGEMENT EXPERTS
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #005 | CFC ESOP | ESOP | $98.7M | 684 | 2025 |
| #004 | CFC RETIREMENT PLAN | 401(k) | $30.9M | 637 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CARRIS FINANCIAL CORP HEALTH AND WELFARE BENEFITS | Mixed | UNDERWRITING MANAGEMENT EXPERTS | $1.0M | 677 | 2025 |