Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $31.9M assets / 568 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $109K premiums / 144 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.
401(k)
ESOP
Fully insured - HARTFORD LIFE AND ACCIDENT
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | GENETICS & IVF INSTITUTE PROFIT SHARING PLAN | 401(k) | $22.1M | 225 | 2025 |
| #002 | GENETICS & IVF INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $9.8M | 343 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | GENETICS & IVF INSTITUTE, INC. HEALTH & WELFARE PLAN (LIFE, ADD& LTD) | Fully insured | HARTFORD LIFE AND ACCIDENT | $109K | 144 | 2024 |