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 / $10.3M assets / 76 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $150K premiums / 43 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)
Cash balance
Mixed - HM LIFE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | T. BAIRD MCILVAIN COMPANY 401(K) PROFIT SHARING PLAN | 401(k) | $8.9M | 41 | 2025 |
| #002 | T. BAIRD MCILVAIN COMPANY CASH BALANCE PLAN | Cash balance | $1.4M | 35 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | T BAIRD MCILVAIN COMPANY EMPLOYEE BENEFIT PLAN (501) | Mixed | HM LIFE INSURANCE COMPANY | $150K | 43 | 2025 |