Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BUTLER/TILL, INC.
EIN 16-1542581marketing and advertisingLatest filing 2025
Plans
3
Retirement
2
$150.0M assets
Welfare
1
$846K premiums
Participants
1,068
260 E. BROAD STREET - ROCHESTER, NY 14604585-274-5100LinkedIn51-200 employeesmarketing and advertising
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $150.0M assets / 691 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $846K premiums / 424 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$582K
- Short-term disability$117K
- Other$64K
- Long-term disability$57K
- Vision$25K
- Life$9K
Carrier market share
Premium dollars by Schedule A carrier
69%top
- BLUE CROSS OF CALIFORNIA69%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY27%
- EYEMED VISION CARE3%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Broker market share
Schedule A broker compensation
96%top
- BROWN & BROWN INSURANCE SERVICES96%
- US EMPLOYEE BENEFITS SERVICES GROUP2%
- TITAN INS & EMPLOYEE BENEFITS1%
- PAMELA J. MORGAN1%
- A SECURE YOU INC0%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BUTLER/TILL EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$126.8M
Participants365
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BUTLER/TILL, INC. 401(K) PLAN
401k
Assets$23.1M
Participants326
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
BUTLER/TILL, INC. HEALTH BENEFITS PLAN
Mixed - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$846K
Covered lives424
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BUTLER/TILL EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $126.8M | 365 | 2024 | |
| 001 | BUTLER/TILL, INC. 401(K) PLAN | 401k | $23.1M | 326 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | BUTLER/TILL, INC. HEALTH BENEFITS PLAN | Mixed | EXCELLUS BLUE CROSS BLUE SHIELD | $846K | 424 | 2025 |
Retirement plans
Welfare plans