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
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CRESCENT INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | 401k | $10.5M | 178 | 2024 | |
| 002 | CRESCENT INDUSTRIES EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $7.5M | 148 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CRESCENT INDUSTRIES EMPLOYEE BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $82K | 129 | 2025 |