Assets by plan
Share of aggregate retirement assets
- GENERAL SHALE 401(K) (#005)$152.7M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
3 plans aggregated / $196.5M assets / 2,443 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $1.6M premiums / 2,068 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.
401(k)
401(k)
Traditional DB
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #005 | THE GENERAL SHALE 401(K) PLAN | 401(k) | $152.7M | 789 | 2025 |
| #006 | GENERAL SHALE SMART SAVINGS 401(K) PLAN | 401(k) | $43.8M | 1,654 | 2025 |
| #002 | GENERAL SHALE COMBINED PENSION PLAN | Traditional DB | $25K | 0 | 2024 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | GENERAL SHALE WELFARE BENEFIT PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1.6M | 2,068 | 2025 |