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
Fully Insured - ELIXIR SOLUTIONS
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PALA GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $30.5M | 691 | 2024 | |
| 001 | PALA GROUP, INC. SAVINGS PLAN AND TRUST | 401k | $25.5M | 905 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | PALA GROUP, INC WELFARE BENEFIT PLAN | Fully Insured | ELIXIR SOLUTIONS | $2.1M | 599 | 2024 |