Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GENERAL SHALE BRICK, INC.
EIN 20-0454569building materialsLatest filing 2025
Plans
4
Retirement
3
$180.4M assets
Welfare
1
$1.6M premiums
Participants
4,605
3015 BRISTOL HIGHWAY - JOHNSON CITY, TN 37601423-952-4207generalshale.comLinkedIn1001-5000 employeesbuilding materials
Retirement portfolio analytics
3 plans aggregated / $180.4M assets / 2,658 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.6M premiums / 2,068 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.4M
- Long-term disability$1.4M
- Other$1.4M
- Vision$128K
Carrier market share
Premium dollars by Schedule A carrier
92%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY92%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY8%
Broker market share
Schedule A broker compensation
97%top
- THE BALDWIN GROUP WEST LLC97%
- BALDWIN KRYSTYN SHERMAN PARTNERS3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
THE GENERAL SHALE 401(K) PLAN
401k
Assets$138.9M
Participants832
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
GENERAL SHALE SMART SAVINGS 401(K) PLAN
401k
Assets$41.5M
Participants1,826
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GENERAL SHALE COMBINED PENSION PLAN
TraditionalDB
Assets$25K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GENERAL SHALE WELFARE BENEFIT PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$1.6M
Covered lives2,068
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | THE GENERAL SHALE 401(K) PLAN | 401k | $138.9M | 832 | 2024 | |
| 006 | GENERAL SHALE SMART SAVINGS 401(K) PLAN | 401k | $41.5M | 1,826 | 2024 | |
| 002 | GENERAL SHALE COMBINED PENSION PLAN | TraditionalDB | $25K | 0 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans