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 / $27.4M assets / 791 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $1.3M premiums / 312 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)
Profit-sharing
Fully insured - HEALTH OPTIONS, INC.
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | JOE'S STONE CRABS, INC. 401(K) PLAN | 401(k) | $17.4M | 397 | 2025 |
| #002 | JOE'S STONE CRABS, INC PROFIT SHARING PLAN | Profit-sharing | $9.9M | 394 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #510 | JOE'S STONE CRABS WELFARE BENEFITS PLAN | Fully insured | HEALTH OPTIONS, INC. | $1.3M | 312 | 2025 |