Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans aggregated / $68.7M assets / 523 participants
Share of aggregate retirement assets
Active + retired + deferred vested
2 plans / $604K premiums / 381 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.
ESOP
401(k)
Mixed - PRODIGY HEALTH INS SVCS-FIDELITY SECURITY
Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | OFTEDAL CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $54.2M | 272 | 2025 |
| #003 | OFTEDAL CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $14.5M | 251 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | OFTEDAL CONSTRUCTION HEALTH BENEFITS PLAN | Mixed | PRODIGY HEALTH INS SVCS-FIDELITY SECURITY | $594K | 219 | 2025 |
| #504 | OFTEDAL CONSTRUCTION, INC. EMPLOYEE LIFE/AD&D PLAN | Fully insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $10K | 162 | 2025 |