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
401k
Mixed - SYMETRA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MAINSTREAM NONPROFIT SOLUTIONS, INC. | 401k | $22.2M | 2,123 | 2024 | |
| 003 | 403(B) THRIFT PLAN FOR EMPLOYEES OF MAINSTREAM NONPROFIT SOLUTIONS, INC. | 401k | $262K | 13 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MAINSTREAM NONPROFIT SOLUTIONS WELFARE BENEFIT PLAN | Mixed | SYMETRA | $2.1M | 1,417 | 2025 |