Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $232.4M assets / 891 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $237K premiums / 369 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.
ESOP
401(k)
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | BL COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $158.6M | 376 | 2025 |
| #001 | BL COMPANIES 401(K) PLAN | 401(k) | $73.8M | 515 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BL COMPANIES INC. GROUP BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $237K | 369 | 2025 |