Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
ESOP
Fully Insured - SWISS RE CORPORATE SOLUTIONS
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRIDEUM 401(K) PROFIT SHARING PLAN | 401k | $44.1M | 600 | 2024 | |
| 002 | TRIDEUM CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.9M | 542 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TRIDEUM CORPORATION GROUP INSURANCE PLAN | Fully Insured | SWISS RE CORPORATE SOLUTIONS | $2.4M | 440 | 2025 |