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 / $28.9M assets / 294 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $1.5M premiums / 323 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)
Fully insured - BLUECROSS BLUE SHIELD OF ILLINOIS
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | FEDERATED FUNERAL DIRECTORS OF AMERICA, INC., A FIDUCIAL COMPANY, 401(K) SAVINGS PLAN | 401(k) | $18.6M | 165 | 2025 |
| #002 | FIDUCIAL 401(K) RETIREMENT SAVINGS PLAN | 401(k) | $10.3M | 129 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | FIDUCIAL, INC. HEALTH PLAN | Fully insured | BLUECROSS BLUE SHIELD OF ILLINOIS | $1.5M | 323 | 2025 |