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
ESOP
401k
Fully Insured - UHA HEALTH INSURANCE
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | M. DYER & SONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $7.4M | 109 | 2024 | |
| 001 | M. DYER & SONS, INC. 401(K) PLAN | 401k | $329K | 62 | 2024 |