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 / $9.8M assets / 80 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $298K premiums / 83 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)
Mixed - CRUM & FORSTER
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | ENTERPRISES OF FRANK BANKO 401(K) PROFIT SHARING PLAN | 401(k) | $7.4M | 47 | 2025 |
| #003 | BANKO BEVERAGE - LOCAL 830 401(K) PLAN | 401(k) | $2.4M | 33 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BANKO BEVERAGE CO. EMPLOYEE BENEFIT | Mixed | CRUM & FORSTER | $298K | 83 | 2025 |