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
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EMPRISE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $162.1M | 1,606 | 2024 | |
| 002 | EMPRISE GROUP, INC. 401(K) PLAN | 401k | $85.4M | 1,849 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EMPRISE GROUP, INC. HEALTH AND WELFARE PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1.9M | 1,529 | 2025 |