Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#004)$159.7M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $212.6M assets / 521 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $563K premiums / 248 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)
Mixed - BERKLEY LIFE AND HEALTH INSURANCE CO.
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | INSURANCE RESOURCES INTERNATIONAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $159.7M | 198 | 2025 |
| #003 | INSURANCE RESOURCES INTERNATIONAL, INC. 401(K) PLAN | 401(k) | $52.9M | 323 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | INSURANCE RESOURCES INTERNATIONAL DBA CHRISTENSEN GROUP EMPLOYEE BENEFITS PLAN | Mixed | BERKLEY LIFE AND HEALTH INSURANCE CO. | $563K | 248 | 2025 |