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 / $38.3M assets / 210 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $1.6M premiums / 134 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 - EXCELLUS BLUE CROSS BLUE SHIELD
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ELIZABETH WENDE BREAST CARE, LLC 401(K) PROFIT SHARING PLAN | 401(k) | $38.2M | 210 | 2025 |
| #003 | ELIZABETH WENDE BREAST CARE LLC RETIREMENT PLAN | Cash balance | $60K | 0 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF | Mixed | EXCELLUS BLUE CROSS BLUE SHIELD | $1.6M | 134 | 2025 |