Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $14.3M assets / 120 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $216K premiums / 38 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.
401(k)
ESOP
Mixed - INTERNATIONAL ASSURANCE OF TENNESSEE
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | MEYER, MEYER, LACROIX & HIXSON, INC. 401(K) PLAN | 401(k) | $8.9M | 55 | 2025 |
| #004 | MEYER MEYER LACROIX & HIXSON EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $5.4M | 65 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | MEYER, MEYER, LACROIX & HIXSON, INC. SECONDARY EMPLOYEE BENEFIT PLAN & TRUST | Mixed | INTERNATIONAL ASSURANCE OF TENNESSEE | $216K | 38 | 2025 |