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 / $65.3M assets / 546 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $2.2M premiums / 349 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 - INDEPENDENCE BLUE CROSS
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BALLINGER COMPANY 401(K) PLAN | 401(k) | $62.9M | 312 | 2025 |
| #002 | BALLINGER COMPANY CASH BALANCE PLAN | Cash balance | $2.4M | 234 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BALLINGER FLEXIBLE BENEFITS PLAN | Mixed | INDEPENDENCE BLUE CROSS | $2.2M | 349 | 2025 |