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  2. Frederick Derr & Company, Inc.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Frederick Derr & Company, Inc.

EIN 59-0915336-education management-Latest filing 2025
Plans
3
Retirement
2
$19.4M assets
Health & Benefits
1
$77K premiums
Participants
327
1451 MYRTLE STREET - SARASOTA, FL 34234941-355-8575bremer.org.ukLinkedIn11-50 employeeseducation management
Plans on this EIN
3 filings
#002ESOP-$15.1M - 112 part#001401(k)-$4.3M - 115 part#506Fully insured-$77K - 100 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $19.4M assets / 227 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$15.1M
  • AND CO.EMPLOYEE RETIREMENT (#001)$4.3M
Total $19.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • AND CO.EMPLOYEE RETIREMENT (#001)115
  • EMPLOYEE STOCK OWNERSHIP (#002)112
Total 227Select a row to open it

Benefits portfolio analytics

1 plan / $77K premiums / 100 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$35K
  • Life$17K
  • Other$17K
  • Long-term disability$10K
  • Short-term disability$9K
  • Vision$6K
Total $77K6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

FREDERICK DERR & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$15.1M
Participants112
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

FREDERICK DERR AND CO.EMPLOYEE RETIREMENT

401(k)

Assets$4.3M
Participants115
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#506

FREDERICK DERR & COMPANY, INC. LIFE & DISABILITY BENEFITS

Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$77K
Covered lives100
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002FREDERICK DERR & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$15.1M1122025
#001FREDERICK DERR AND CO.EMPLOYEE RETIREMENT401(k)$4.3M1152025
  • FREDERICK DERR & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN$15.1M
    #002 · ESOP · 2025112
  • FREDERICK DERR AND CO.EMPLOYEE RETIREMENT$4.3M
    #001 · 401(k) · 2025115

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#506FREDERICK DERR & COMPANY, INC. LIFE & DISABILITY BENEFITSFully insuredUNITED OF OMAHA LIFE INSURANCE COMPANY$77K1002024
  • FREDERICK DERR & COMPANY, INC. LIFE & DISABILITY BENEFITS$77K
    #506 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2024100
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
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