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 / $41.9M assets / 644 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $402K premiums / 306 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.
ESOP
401(k)
Mixed - COLONIAL LIFE & ACCIDENT INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | IMPERIAL BROWN, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $38.5M | 366 | 2025 |
| #002 | IMPERIAL BROWN, INC. 401(K) RETIREMENT PLAN | 401(k) | $3.4M | 278 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | IMPERIAL BROWN, INC. WELFARE BENEFIT PLAN | Mixed | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $402K | 306 | 2025 |