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
ESOP
401k
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HORNER & SHIFRIN, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $20.3M | 144 | 2024 | |
| 001 | HORNER & SHIFRIN 401(K) PLAN | 401k | $16.3M | 209 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HORNER & SHIFRIN, INC. EMPLOYEE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $811K | 333 | 2025 |