Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WEBB INSURANCE AGENCY
EIN 34-4387490insuranceLatest filing 2025
Plans
3
Retirement
2
$7.0M assets
Welfare
1
Participants
52
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $7.0M assets / 52 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WEBB INSURANCE AGENCY EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$5.0M
Participants29
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
WEBB INSURANCE AGENCY, INC. 401(K) PLAN AND TRUST
401k
Assets$2.0M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
WEBB INSURANCE AGENCY SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WEBB INSURANCE AGENCY EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $5.0M | 29 | 2024 | |
| 003 | WEBB INSURANCE AGENCY, INC. 401(K) PLAN AND TRUST | 401k | $2.0M | 23 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WEBB INSURANCE AGENCY SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans