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 / $19.2M assets / 295 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $1.5M premiums / 200 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)
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | THE MILLER-CLAPPERTON PARTNERSHIP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $10.7M | 132 | 2025 |
| #001 | THE MILLER-CLAPPERTON PARTNERSHIP, INC. 401(K) RETIREMENT PLAN | 401(k) | $8.6M | 163 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | THE MILLER-CLAPPERTON PARTNERSHIP, INC. WELFARE BENEFIT PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.5M | 200 | 2025 |