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Sponsor portfolio

F.L. CRANE & SONS, INC.

EIN 64-0409707-Construction-Latest filing 2025
Plans
3
Retirement
2
$130.2M assets
Welfare
1
$430K premiums
Participants
1,325
PO BOX 428 - FULTON, MS 38843662-862-2172
Plans on this EIN
3 filings
#002ESOP-$109.7M - 529 part#001401k-$20.5M - 427 part#502Fully Insured-$430K - 231 lives

Retirement portfolio analytics

2 plans aggregated / $130.2M assets / 956 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • EMPLOYEE STOCK OWNERSHIP (#002)84%
  • SONS, INC. 401(K) (#001)16%
Total $130.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
84%top
  • (Not disclosed)84%
  • AMERITAS LIFE INSURANCE CORP16%
Total $130.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)529
  • SONS, INC. 401(K) (#001)427
Total 956Click row to drill in

Benefits portfolio analytics

1 plan / $430K premiums / 231 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$137K
  • Long-term disability$117K
  • Short-term disability$105K
  • Other$46K
  • Vision$25K
Total $430K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $430K1 slice

Broker market share

Schedule A broker compensation

Split broker
82%top
  • ROSS & YERGER INSURANCE INC82%
  • ANT FARM18%
Total $114K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

F.L. CRANE & SONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$109.7M
Participants529
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

F.L. CRANE & SONS, INC. 401(K) PLAN

401k

Assets$20.5M
Participants427
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

F.L. CRANE & SONS, INC. WELFARE BENEFIT PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$430K
Covered lives231
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002F.L. CRANE & SONS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$109.7M5292025
001F.L. CRANE & SONS, INC. 401(K) PLAN401k$20.5M4272025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502F.L. CRANE & SONS, INC. WELFARE BENEFIT PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$430K2312025
Retirement plans
Welfare plans
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