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  2. CROWLEY HOLDINGS INC.
Sponsor portfolio

CROWLEY HOLDINGS INC.

EIN 51-0667862-Transportation and Warehousing-Latest filing 2024
Plans
3
Retirement
2
$437.1M assets
Welfare
1
$3.1M premiums
Participants
6,895
9487 REGENCY SQUARE BOULEVARD - JACKSONVILLE, FL 32225904-727-2334
Plans on this EIN
3 filings
#007401k-$410.6M - 2,285 part#010ESOP-$26.5M - 1,846 part#501Mixed-$3.1M - 2,764 lives

Retirement portfolio analytics

2 plans aggregated / $437.1M assets / 4,131 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • SYSTEM PLAN RSA (#007)94%
  • EMPLOYEE STOCK OWNERSHIP (#010)6%
Total $437.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SYSTEM PLAN RSA (#007)2,285
  • EMPLOYEE STOCK OWNERSHIP (#010)1,846
Total 4,131Click row to drill in

Benefits portfolio analytics

1 plan / $3.1M premiums / 2,764 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$2.9M
  • Other$2.2M
  • Short-term disability$2.0M
  • Long-term disability$2.0M
  • Health$937K
  • Prescription drug$937K
Total $3.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY70%
  • TRIPLE S SALUD, INC.30%
Total $3.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HYLANT GROUP INC100%
Total $32K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#007

CROWLEY RETIREMENT INCOME SYSTEM PLAN RSA

401k

Assets$410.6M
Participants2,285
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010

CROWLEY HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$26.5M
Participants1,846
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CROWLEY HOLDINGS, INC. HEALTH AND WELFARE PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$3.1M
Covered lives2,764
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
007CROWLEY RETIREMENT INCOME SYSTEM PLAN RSA401k$410.6M2,2852024
010CROWLEY HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$26.5M1,8462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CROWLEY HOLDINGS, INC. HEALTH AND WELFARE PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$3.1M2,7642024
Retirement plans
Welfare plans
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