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
ESOP
Fully Insured - BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PHOENIX CRANE SERVICE, INC. PROFIT SHARING 401K PLAN | 401k | $3.0M | 75 | 2024 | |
| 003 | PHOENIX CRANE SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $251K | 68 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PHOENIX CRANE SERVICES, INC. WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | $1.4M | 364 | 2025 |