Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$228.2M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans aggregated / $266.2M assets / 1,441 participants
Share of aggregate retirement assets
Active + retired + deferred vested
2 plans / $1.1M premiums / 1,202 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.
401(k)
ESOP
Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | TIGHE & BOND, INC. DEFERRED PROFIT SHARING AND 401(K) RETIREMENT PLAN AND TRUST | 401(k) | $228.2M | 809 | 2025 |
| #002 | TIGHE & BOND, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $38.0M | 632 | 2025 |
2 plans on this EIN
| 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 |