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 - HEALTH OPTIONS
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WTG EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $8.9M | 124 | 2024 | |
| 001 | WEST TAMPA GLASS COMPANY, INC. 401(K) PROFIT SHARING PLAN | 401k | $2.2M | 95 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WEST TAMPA GLASS COMPANY, INC. CAFETERIA AND ERISA WRAP PLAN | Fully Insured | HEALTH OPTIONS | $463K | 135 | 2025 |