Assets by plan
Share of aggregate retirement assets
- & NURICK Savings (#003)$122.5M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $132.9M assets / 416 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $1.0M premiums / 309 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)
Mixed - AVALON INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | MCNEES WALLACE & NURICK SAVINGS PLAN | 401(k) | $122.5M | 288 | 2025 |
| #004 | MCNEES WALLACE & NURICK ASSOCIATES AND OF COUNSEL SAVINGS PLAN | 401(k) | $10.4M | 128 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | MCNEES WALLACE & NURICK EMPLOYEE WELFARE BENEFIT PLAN | Mixed | AVALON INSURANCE COMPANY | $1.0M | 309 | 2025 |