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 / $1.7M assets / 11 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Traditional DB
Profit-sharing
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | CHICCARELLI REAL ESTATE INC. 1 DEFINED BENEFIT PLAN | Traditional DB | $1.2M | 4 | 2025 |
| #002 | CHICCARELLI REAL ESTATE INC. 1 RETIREMENT PLAN | Profit-sharing | $460K | 7 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #003 | CHICCARELLI REAL ESTATE INC. 1 DEFINED BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |