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 / $84.2M assets / 203 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $1.4M premiums / 799 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 - UNIVERA HEALTHCARE
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | FERGUSON ELECTRIC EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $50.3M | 77 | 2025 |
| #002 | FERGUSON ELECTRIC 401(K) PLAN | 401(k) | $33.9M | 126 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | FERGUSON ELECTRIC WELFARE BENEFIT PLAN | Fully insured | UNIVERA HEALTHCARE | $1.4M | 799 | 2025 |