Assets by plan
Share of aggregate retirement assets
- STOCK BONUS PLAN (#002)$52.8M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $90.6M assets / 2,464 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $1.1M premiums / 1,251 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
Mixed - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | CMA GROUP QUALIFIED STOCK BONUS PLAN | ESOP | $52.8M | 1,155 | 2025 |
| #003 | CMA GROUP SALARY DEFERRAL PLAN | 401(k) | $37.8M | 1,309 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #505 | PETERSBURG MOTOR COMPANY INC DBA CARTER MYERS AUTOMOTIVE WELFARE BENEFIT PLAN | Mixed | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $1.1M | 1,251 | 2025 |