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
ESOP
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MOSURE & SYRAKIS 401(K) PROFIT SHARING TRUST | 401k | $44.2M | 479 | 2024 | |
| 002 | MS CONSULTANTS, INC. ESOP PROFIT SHARING/STOCK BONUS PLAN | ESOP | $8.4M | 231 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MS CONSULTANTS, INC. FLEXIBLE SPENDING PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $5.1M | 808 | 2025 |