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
ESOP
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HERRERA ENVIRONMENTAL CONSULTANTS 401K PLAN | 401k | $20.3M | 175 | 2024 | |
| 003 | HERRERA ENVIRONMENTAL CONSULTANTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $10.3M | 138 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HERRERA ENVIRONMENTAL CONSULTANTS GROUP HEALTH AND WELFARE PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $129K | 146 | 2025 |