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
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHALLENGE MFG. COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN | 401k | $90.9M | 3,398 | 2024 | |
| 002 | CHALLENGE MFG. HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $48.7M | 2,227 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CHALLENGE MFG. COMPANY EMPLOYEE BENEFITS PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $976K | 2,621 | 2025 |