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
ESOP
401k
Mixed - DELTA DENTAL OF OHIO
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JONES-HAMILTON CO. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $126.0M | 185 | 2025 | |
| 003 | JONES-HAMILTON CO. 401(K) PLAN | 401k | $8.7M | 152 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JONES-HAMILTON HEALTH AND WELFARE PLAN | Mixed | DELTA DENTAL OF OHIO | $206K | 305 | 2025 |