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
ProfitSharing
401k
Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE CONTRACTORS RETIREMENT PLAN | ProfitSharing | $611K | 125 | 2025 | |
| 001 | LIFESKILLS CONNECTION, INC. 401(K) PLAN | 401k | $373K | 129 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LIFESKILLS CONNECTION EMPLOYEE WELFARE BENEFIT PLAN | Fully Insured | PRINCIPAL LIFE INSURANCE COMPANY | $221K | 234 | 2025 |