Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ELDRIDGE WEALTH SOLUTIONS, INC.
EIN 48-1202239Management of Companies and EnterprisesLatest filing 2024
Plans
3
Retirement
2
$442.0M assets
Welfare
1
$3.0M premiums
Participants
5,619
ONE SECURITY BENEFIT PLACE - TOPEKA, KS 666360001785-431-3000
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $442.0M assets / 3,667 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.0M premiums / 2,824 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.7M
- Other$1.1M
- Life$980K
- Long-term disability$980K
- Vision$166K
Carrier market share
Premium dollars by Schedule A carrier
57%top
- SYMETRA LIFE INSURANCE COMPANY57%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA33%
- EYEMED VISION CARE6%
- UNITEDHEALTHCARE INSURANCE COMPANY3%
- METROPOLITAN LIFE INSURANCE COMPANY1%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SECURITY BENEFIT ASSOCIATES PROFIT SHARING AND SAVINGS PLAN
401k
Assets$389.2M
Participants3,157
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SECURITY BENEFIT ASSOCIATES PENSION PLAN
TraditionalDB
Assets$52.8M
Participants510
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SECURITY BENEFIT CORPORATION WELFARE BENEFIT PLAN
Mixed - SYMETRA LIFE INSURANCE COMPANY
Premiums$3.0M
Covered lives2,824
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SECURITY BENEFIT ASSOCIATES PROFIT SHARING AND SAVINGS PLAN | 401k | $389.2M | 3,157 | 2024 | |
| 001 | SECURITY BENEFIT ASSOCIATES PENSION PLAN | TraditionalDB | $52.8M | 510 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SECURITY BENEFIT CORPORATION WELFARE BENEFIT PLAN | Mixed | SYMETRA LIFE INSURANCE COMPANY | $3.0M | 2,824 | 2024 |
Retirement plans
Welfare plans