Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NORCO, INC.
EIN 82-0277763retailLatest filing 2024
Plans
3
Retirement
2
$369.7M assets
Welfare
1
$625K premiums
Participants
4,163
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $369.7M assets / 3,027 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $625K premiums / 1,410 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$448K
- Vision$424K
- Life$424K
- Dental$177K
Carrier market share
Premium dollars by Schedule A carrier
68%top
- UNITED HERITAGE LIFE INSURANCE COMPANY68%
- WILLAMETTE DENTAL INSURANCE, INC.28%
- WORKPARTNERS4%
Broker market share
Schedule A broker compensation
100%top
- BRANDON PENKO100%
- ACRISURE LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
NORCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$269.5M
Participants1,393
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
NORCO, INC. 401(K) SAVINGS PLAN
401k
Assets$100.2M
Participants1,634
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NORCO, INC. HEALTH & WELFARE PLAN
Mixed - UNITED HERITAGE LIFE INSURANCE COMPANY
Premiums$625K
Covered lives1,410
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NORCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $269.5M | 1,393 | 2024 | |
| 001 | NORCO, INC. 401(K) SAVINGS PLAN | 401k | $100.2M | 1,634 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NORCO, INC. HEALTH & WELFARE PLAN | Mixed | UNITED HERITAGE LIFE INSURANCE COMPANY | $625K | 1,410 | 2024 |
Retirement plans
Welfare plans