Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
401k
Mixed - BCBS OF MN
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | SILLS CUMMIS & GROSS P.C. DEFINED CONTRIBUTION PLAN | 401k | $140.4M | 200 | 2024 | |
| 005 | SILLS CUMMIS & GROSS P.C. 401(K) PLAN | 401k | $43.1M | 196 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SILLS CUMMIS & GROSS P.C. WELFARE PLAN | Mixed | BCBS OF MN | $1.6M | 400 | 2025 |