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
401k
TraditionalDB
TraditionalDB
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | RENFRO RETIREMENT SAVINGS PLAN | 401k | $44.2M | 1,501 | 2024 | |
| 002 | PENSION PLAN OF RENFRO CORPORATION | TraditionalDB | $31.3M | 1,598 | 2025 | |
| 004 | RENFRO CHARLESTON, LLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $8.4M | 646 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | RENFRO CORPORATION EMPLOYEE BENEFITS PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $959K | 1,078 | 2025 |