Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ELDRIDGE WEALTH SOLUTIONS
EIN 48-1202239Finance and InsuranceLatest filing 2025
Plans
3
Retirement
2
$535.0M assets
Welfare
1
$4.7M premiums
Participants
5,590
ONE SECURITY BENEFIT PLACE - TOPEKA, KS 666360001785-431-3000
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $535.0M assets / 3,621 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.7M premiums / 2,845 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$3.0M
- Other$1.5M
- Life$1.3M
- Long-term disability$1.3M
- Vision$177K
Carrier market share
Premium dollars by Schedule A carrier
64%top
- SYMETRA LIFE INSURANCE COMPANY64%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA28%
- UNITEDHEALTHCARE INSURANCE COMPANY4%
- EYEMED VISION CARE4%
- HARTFORD LIFE AND ACCIDENT0%
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$479.7M
Participants3,119
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SECURITY BENEFIT ASSOCIATES PENSION PLAN
TraditionalDB
Assets$55.3M
Participants502
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$4.7M
Covered lives2,845
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 | $479.7M | 3,119 | 2025 | |
| 001 | SECURITY BENEFIT ASSOCIATES PENSION PLAN | TraditionalDB | $55.3M | 502 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SECURITY BENEFIT CORPORATION WELFARE BENEFIT PLAN | Mixed | SYMETRA LIFE INSURANCE COMPANY | $4.7M | 2,845 | 2025 |
Retirement plans
Welfare plans