Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$57.3M
- PLAN & TRUST (#003)$6.7M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $64.0M assets / 431 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $114K premiums / 196 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.
ESOP
401(k)
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | MASTERS SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $57.3M | 212 | 2025 |
| #003 | MASTERS SUPPLY INC. 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $6.7M | 219 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | MASTERS' SUPPLY, INC HEALTH AND WELFARE BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $114K | 196 | 2025 |