Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $58.1M assets / 236 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Profit-sharing
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | PHYSICIANS INSURANCE 401(K) PLAN | 401(k) | $35.2M | 122 | 2025 |
| #001 | PHYSICIANS INSURANCE MONEY PURCHASE PLAN | Profit-sharing | $22.9M | 114 | 2025 |