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 - HARVARD PILGRIM HEALTH CARE
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE JAMES MONROE WIRE & CABLE CORP. EMPLOYEES' PROFIT SHARING PLAN | 401k | $11.0M | 151 | 2024 | |
| 002 | JAMES MONROE CORP. ESOP | ESOP | $4.4M | 156 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | JAMES MONROE WIRE & CABLE CORPORATION WELFARE BENEFITS PLAN | Fully Insured | HARVARD PILGRIM HEALTH CARE | $3.2M | 209 | 2025 |