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
TraditionalDB
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | FRED USINGER, INC. SAVINGS PLAN | 401k | $11.7M | 65 | 2025 | |
| 001 | FRED USINGER, INC. RETIREMENT PLAN | TraditionalDB | $3.7M | 44 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GROUP LIFE PLAN - FRED USINGER, INC. | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $1.1M | 99 | 2025 |