Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
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 - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Fully Insured - HARTFORD LIFE AND ACCIDENT
Fully Insured - VISION SERVICE PLAN
Self Funded
Self Funded
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COBORN'S INCORPORATED EMPLOYEES PROFIT SHARING 401(K) PLAN | 401k | $162.1M | 8,363 | 2024 | |
| 002 | COBORNS INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $40.2M | 4,516 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | COBORN'S INCORPORATED DISABILITY PLAN | Fully Insured | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.5M | 2,913 | 2025 | |
| 506 | COBORN'S INCORPORATED LIFE & AD&D PLAN | Fully Insured | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.1M | 2,929 | 2025 | |
| 501 | COBORN'S INCORPORATED HEALTH AND WELFARE PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $935K | 1,826 | 2025 | |
| 526 | COBORN'S INC GROUP VISION CARE PLAN | Fully Insured | VISION SERVICE PLAN | $205K | 2,110 | 2025 | |
| 509 | COBORN'S INCORPORATED DENTAL PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 525 | COBORN'S INC FLEXIBLE BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |