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
ProfitSharing
CashBalance
CashBalance
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ROBINSON ENGINEERING, LTD. 401(K)-E PROFIT SHARING PLAN AND TRUST | 401k | $50.6M | 100 | 2025 | |
| 004 | ROBINSON ENGINEERING, LTD. 401(K)-N PROFIT SHARING PLAN AND TRUST | ProfitSharing | $12.4M | 70 | 2025 | |
| 006 | ROBINSON ENGINEERING, LTD. CASH BALANCE PLAN | CashBalance | $2.2M | 124 | 2025 | |
| 005 | ROBINSON ENGINEERING, LTD. CASH BALANCE PLAN | CashBalance | $1.0M | 113 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ROBINSON ENGINEERING, LTD. WELFARE BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $240K | 129 | 2025 |