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
401k
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | G & M DISTRIBUTORS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN AND TRUST | 401k | $5.9M | 77 | 2025 | |
| 001 | G & M DISTRIBUTORS UNION EMPLOYEE SAVINGS PLAN | 401k | $1.3M | 38 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | G & M DISTRIBUTORS, INC. EMPLOYEE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $822K | 162 | 2025 |