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
TraditionalDB
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | HBH HOLDINGS, INC. 401(K) | 401k | $56.7M | 710 | 2024 | |
| 002 | ENERFAB, INC. PENSION PLAN NO. 2 | TraditionalDB | $362K | 9 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ENERFAB, LLC HEALTH AND WELFARE PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $430K | 261 | 2025 |