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
CashBalance
401k
Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SSRGA RETIREMENT PLAN | 401k | $29.9M | 84 | 2024 | |
| 003 | SSRGA CASH BALANCE PLAN | CashBalance | $4.6M | 49 | 2024 | |
| 002 | SSRGA ASSOCIATE 401(K) PLAN | 401k | $3.7M | 43 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SCHWARTZ SLADKUS REICH GREENBERG ATLAS LLP DISABILITY PLANS | Fully Insured | FIRST UNUM LIFE INSURANCE COMPANY | $121K | 106 | 2025 |