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
CashBalance
Mixed - AETNA HEALTH, INC.
Self Funded
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MERLE NORMAN COSMETICS, INC. 401(K) SAVINGS PLAN | 401k | $18.9M | 259 | 2024 | |
| 001 | MERLE NORMAN COSMETICS, INC. RETIREMENT PLAN | CashBalance | $18.8M | 381 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | GROUP LIFE, AD&D, MAJ. MED., DEN., VIS., AND MATERNITY PLAN | Mixed | AETNA HEALTH, INC. | $1.9M | 196 | 2024 | |
| 501 | MERLE NORMAN COSMETICS, INC. FLEXIBLE BENEFITS PLAN | Self Funded | - | $0 | 0 | 2024 |