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
401k
401k
401k
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | NON-UNION EMPLOYEES 401(K) PLAN | 401k | $145.6M | 1,746 | 2024 | |
| 004 | VALLEY CITY STEEL UNION EMPLOYEES 401(K) PLAN | 401k | $7.9M | 62 | 2025 | |
| 006 | FREMONT UNION EMPLOYEES 401(K) PLAN | 401k | $2.1M | 48 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MEGALODON MIDCO, LLC HEALTH & WELFARE BENEFIT PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $755K | 1,018 | 2025 |