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 / $225.5M assets / 5,175 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $37.3M premiums / 4,875 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)
401(k)
Mixed - BLUECROSS BLUESHIELD OF ILLINOIS
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CULLIGAN RETIREMENT SAVINGS PLAN | 401(k) | $184.9M | 3,532 | 2025 |
| #002 | CULLIGAN SAFE HARBOR RETIREMENT SAVINGS PLAN | 401(k) | $40.6M | 1,643 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CULLIGAN HEALTH AND WELFARE PLAN | Mixed | BLUECROSS BLUESHIELD OF ILLINOIS | $37.3M | 4,875 | 2025 |