Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$27.8M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $44.0M assets / 386 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $2.2M premiums / 237 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)
Fully insured - HEALTHPARTNERS INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | H. M. CRAGG CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $27.8M | 171 | 2025 |
| #001 | H.M. CRAGG COMPANY 401(K) PROFIT SHARING PLAN | 401(k) | $16.2M | 215 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | HM CRAGG HEALTH & WELFARE PLAN | Fully insured | HEALTHPARTNERS INSURANCE COMPANY | $2.2M | 237 | 2025 |