Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $30.6M assets / 399 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $914K premiums / 349 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)
Traditional DB
Mixed - US FIRE INSURANCE
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | ELFORD, INC. 401(K) PLAN | 401(k) | $25.7M | 331 | 2025 |
| #001 | ELFORD, INC. RETIREMENT PLAN | Traditional DB | $5.0M | 68 | 2024 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | ELFORD INC. EMPLOYEE BENEFITS PLAN | Mixed | US FIRE INSURANCE | $914K | 349 | 2025 |