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 - PRINCIPAL
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HILTY'S EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $20.4M | 268 | 2024 | |
| 002 | HILTY'S INTERNATIONAL, INC. DBA HILTY'S ELECTRICAL CONTRACTING PROFIT SHARING PLAN | 401k | $3.8M | 539 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | HILTY'S INTERNATIONAL INC. HEALTH AND WELFARE BENEFIT PLAN | Mixed | PRINCIPAL | $141K | 159 | 2025 |