Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$35.0M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans aggregated / $118.1M assets / 1,352 participants
Share of aggregate retirement assets
Active + retired + deferred vested
2 plans / $243K premiums / 539 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 - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | HERCULES INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $83.1M | 660 | 2025 |
| #002 | HERCULES INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401(k) | $35.0M | 692 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | HERCULES INDUSTRIES WRAP PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $243K | 539 | 2025 |
| #004 | HERCULES INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | Self-funded | - | $0 | 0 | 2024 |