Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
A.L.M. HOLDING COMPANY
EIN 20-0520252ConstructionLatest filing 2024
Plans
5
Retirement
3
$396.5M assets
Welfare
2
$3.0M premiums
Participants
3,732
920 10TH AVENUE - ONALASKA, WI 54650608-783-6411
Retirement portfolio analytics
3 plans aggregated / $396.5M assets / 2,130 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $3.0M premiums / 3,258 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.9M
- Other$1.8M
- Short-term disability$1.4M
- Long-term disability$1.4M
- Vision$594K
- Health$437K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
65%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA65%
- PACIFICSOURCE HEALTH PLANS15%
- RELIASTAR LIFE INSURANCE COMPANY14%
- NGL5%
- DELTA DENTAL OF CALIFORNIA1%
Broker market share
Schedule A broker compensation
93%top
- WILLIS TOWERS WATSON US LLC93%
- JOHN KEVIN CORNETT6%
- CASCADE EAST BENEFITS, INC.1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SECURITY RETIREMENT PLAN
401k
Assets$327.7M
Participants1,094
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CONSOLIDATED RETIREMENT PLAN
401k
Assets$62.5M
Participants946
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ASSURED RETIREMENT PLAN
401k
Assets$6.4M
Participants90
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CONSOLIDATED WELFARE BENEFIT PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$1.7M
Covered lives1,629
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
SECURITY WELFARE BENEFIT PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$1.3M
Covered lives1,629
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SECURITY RETIREMENT PLAN | 401k | $327.7M | 1,094 | 2024 | |
| 002 | CONSOLIDATED RETIREMENT PLAN | 401k | $62.5M | 946 | 2024 | |
| 003 | ASSURED RETIREMENT PLAN | 401k | $6.4M | 90 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CONSOLIDATED WELFARE BENEFIT PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1.7M | 1,629 | 2024 | |
| 501 | SECURITY WELFARE BENEFIT PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1.3M | 1,629 | 2024 |
Retirement plans
Welfare plans