Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $47.0M assets / 374 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $54K premiums / 132 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MAUL FOSTER & ALONGI, INC. 401(K) PLAN | 401(k) | $34.1M | 196 | 2025 |
| #002 | MAUL FOSTER & ALONGI, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $12.9M | 178 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | MAUL FOSTER & ALONGI WELFARE BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $54K | 132 | 2025 |