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
ESOP
401k
Mixed - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CMA GROUP QUALIFIED STOCK BONUS PLAN | ESOP | $46.3M | 1,093 | 2024 | |
| 003 | CMA GROUP SALARY DEFERRAL PLAN | 401k | $37.8M | 1,309 | 2025 |
| 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 |