Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$44.7M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
2 plans aggregated / $104.1M assets / 882 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
3 plans / $307K premiums / 363 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
Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Self-funded
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | NATIONAL LIME & STONE COMPANY EMPLOYEES' 401(K) PLAN | 401(k) | $59.5M | 472 | 2025 |
| #002 | NATIONAL LIME & STONE COMPANY HOURLY EMPLOYEES' RETIREMENT PLAN AND TRUST | Traditional DB | $44.7M | 410 | 2025 |
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | NATIONAL LIME & STONE COMPANY GROUP INSURANCE PLAN | Fully insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $307K | 363 | 2025 |
| #501 | NATIONAL LIME & STONE COMPANY HOSPITAL AND PHYSICIAN EXPENSE PLAN | Self-funded | - | $0 | 0 | 2025 |
| #503 | NATIONAL LIME & STONE COMPANY PRETAX PREMIUM PLAN | Self-funded | - | $0 | 0 | 2025 |