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
ESOP
Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Self Funded
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TIGHE & BOND, INC. DEFERRED PROFIT SHARING AND 401(K) RETIREMENT PLAN AND TRUST | 401k | $228.2M | 809 | 2025 | |
| 002 | TIGHE & BOND, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $38.0M | 632 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | TIGHE & BOND, INC. FLEXIBLE BENEFITS PLAN | Mixed | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $1.1M | 1,202 | 2025 | |
| 503 | TIGHE & BOND, INC. FSA PLAN | Self Funded | - | $0 | 0 | 2024 |