Assets by plan
Share of aggregate retirement assets
58%top
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
Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE CAPITAL HOLDINGS GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $8.0M | 169 | 2024 | |
| 001 | CAPITAL INTERIOR CONTRACTORS 401(K) PROFIT SHARING PLAN | 401k | $5.7M | 108 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BASIC LIFE AND AD&D | Fully Insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $199K | 101 | 2025 |