Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FREDERICK DERR AND COMPANY, INC.
EIN 59-0915336education managementLatest filing 2025
Plans
3
Retirement
2
$16.7M assets
Welfare
1
$77K premiums
Participants
317
1451 MYRTLE STREET - SARASOTA, FL 34234941-355-8575bremer.org.ukLinkedIn11-50 employeeseducation management
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $16.7M assets / 217 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $77K premiums / 100 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
100%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- DIGITAL INSURANCE LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
FREDERICK DERR & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$12.4M
Participants102
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
FREDERICK DERR AND CO.EMPLOYEE RETIREMENT
401k
Assets$4.3M
Participants115
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
FREDERICK DERR & COMPANY, INC. LIFE & DISABILITY BENEFITS
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$77K
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FREDERICK DERR & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $12.4M | 102 | 2024 | |
| 001 | FREDERICK DERR AND CO.EMPLOYEE RETIREMENT | 401k | $4.3M | 115 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | FREDERICK DERR & COMPANY, INC. LIFE & DISABILITY BENEFITS | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $77K | 100 | 2024 |
Retirement plans
Welfare plans