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 / $162.8M assets / 1,233 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $2.7M premiums / 196 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)
Fully insured - EXCELLUS BLUE CROSS BLUE SHIELD
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #014 | COLUMBIAN MUTUAL LIFE INSURANCE COMPANY PENSION PLAN | Traditional DB | $82.0M | 907 | 2025 |
| #009 | CFG SAVINGS & PROFIT SHARING PLAN | 401(k) | $80.8M | 326 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | COLUMBIAN MUTUAL LIFE INSURANCE COMPANY | Fully insured | EXCELLUS BLUE CROSS BLUE SHIELD | $2.7M | 196 | 2025 |