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
401k
ESOP
Mixed - INTERNATIONAL ASSURANCE OF TENNESSEE
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | MEYER, MEYER, LACROIX & HIXSON, INC. 401(K) PLAN | 401k | $8.4M | 74 | 2024 | |
| 004 | MEYER MEYER LACROIX & HIXSON EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $4.1M | 63 | 2024 |
| 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 |