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
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CRAFTON, TULL & ASSOCIATES, INC . EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $37.6M | 372 | 2025 | |
| 001 | CRAFTON, TULL & ASSOCIATES, INC. 401(K) PLAN | 401k | $33.9M | 427 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CRAFTON, TULL & ASSOCIATES, INC. WELFARE BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $219K | 297 | 2025 |