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
ESOP
Fully Insured - HEALTHY ALLIANCE LIFE INS CO
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ENVIRONMENTAL RESTORATION 401(K) PROFIT-SHARING PLAN | 401k | $26.1M | 371 | 2024 | |
| 002 | ENVIRONMENTAL RESTORATION EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $4.5M | 375 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ENVIRONMENTAL RESTORATION LLC PREMIUM ONLY PLAN | Fully Insured | HEALTHY ALLIANCE LIFE INS CO | $4.2M | 538 | 2025 |