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 / $76.0M assets / 1,149 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $527K premiums / 624 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 - EXCELLUS BLUE CROSS BLUE SHIELD
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | GUTCHESS COMPANIES 401(K) SAVINGS PLAN | 401(k) | $50.1M | 695 | 2025 |
| #003 | GUTCHESS LUMBER EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $25.9M | 454 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | GUTCHESS LUMBER CO., INC. HEALTH & WELFARE BENEFIT PLAN | Mixed | EXCELLUS BLUE CROSS BLUE SHIELD | $527K | 624 | 2025 |