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 / $47.8M assets / 428 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $434K premiums / 124 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.
ESOP
401(k)
Mixed - COMPANION LIFE
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | VON TOBEL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $33.8M | 231 | 2025 |
| #001 | VON TOBEL LUMBER RETIREMENT SAVINGS PLAN | 401(k) | $14.0M | 197 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | MEDICAL CARE BENEFITS | Mixed | COMPANION LIFE | $434K | 124 | 2025 |