Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
ProfitSharing
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | KITCHELL AFFILIATES EMPLOYEES' TAX DEFERRED SAVINGS PLAN | 401k | $87.3M | 985 | 2024 | |
| 001 | KITCHELL AFFILIATES EMPLOYEES' PROFIT SHARING PLAN | ProfitSharing | $66.4M | 655 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KITCHELL CORP GROUP INSURANCE PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $749K | 734 | 2025 |