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 - HEALTHY ALLIANCE LIFE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | POTTER EMPLOYEES 401(K) PLAN | 401k | $41.8M | 656 | 2024 | |
| 003 | POTTER ELECTRIC SIGNAL COMPANY CASH OR DEFERRED PLAN | 401k | $1.1M | 161 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | POTTER ELECTRIC SIGNAL CO | Mixed | HEALTHY ALLIANCE LIFE INSURANCE COMPANY | $6.2M | 761 | 2024 |