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 / $40.4M assets / 324 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $883K premiums / 233 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)
Fully insured - CAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN INC.
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | MAIN BROTHERS OIL COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $34.2M | 201 | 2025 |
| #004 | MAIN BROTHERS OIL COMPANY, INC. 401(K) PLAN | 401(k) | $6.2M | 123 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #506 | MAIN BROTHERS OIL CO. HEALTH INSURANCE PLAN | Fully insured | CAPITAL DISTRICT PHYSICIAN'S HEALTH PLAN INC. | $883K | 233 | 2025 |