Overview

Plan Highlights

Includes:

• Plan Effective date
• Plan End date
• Reported Participants
• Net Assets
• Commission paid
• Return on Assets (net of contributions)
• Bond Ratio - ERISA requires a bond equal to 10% of the beginning of year assets

Financials

The financials section includes current filing highlights with a historical view of total assets and return, and Employer/Employee contribution breakdowns with participant count.

Use the plan dropdown to view prior filings

The number of current filings is displayed on the left

Insurance

Life/Annuity contracts

Investments

When filed it includes fund name, family (searchable) and the interest.

Providers

Includes provider information, services provided, realation (if any) and total compensation. Services include things like Accounting, Investment Management, Administration, etc.