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
ESOP
401k
Fully Insured - GUARDIAN
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STENNER PUMP COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $31.8M | 105 | 2024 | |
| 003 | STENNER PUMP COMPANY, INC. RETIREMENT SAVINGS PLAN | 401k | $11.3M | 131 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | STENNER PUMP COMPANY, INC. | Fully Insured | GUARDIAN | $238K | 124 | 2025 |