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BSA LIFESTRUCTURES, INC.

EIN 35-1323170-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$127.2M assets
Welfare
1
$397K premiums
Participants
783
175 S. RANGELINE ROAD, SUITE 200 - CARMEL, IN 460322458317-819-2153
Plans on this EIN
3 filings
#002ESOP-$68.2M - 235 part#001ProfitSharing-$58.9M - 338 part#501Mixed-$397K - 401 lives

Retirement portfolio analytics

2 plans aggregated / $127.2M assets / 573 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • EMPLOYEE STOCK OWNERSHIP (#002)54%
  • LIFESTRUCTURES, INC. 401(K) (#001)46%
Total $127.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
54%top
  • (Not disclosed)54%
  • THE VANGUARD GROUP, INC.46%
Total $127.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LIFESTRUCTURES, INC. 401(K) (#001)338
  • EMPLOYEE STOCK OWNERSHIP (#002)235
Total 573Click row to drill in

Benefits portfolio analytics

1 plan / $397K premiums / 401 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$168K
  • Other$111K
  • Life$76K
  • Long-term disability$50K
  • Short-term disability$42K
  • Vision$27K
Total $397K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY50%
  • DELTA DENTAL OF CALIFORNIA49%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $397K3 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • MARSH & MCLENNAN AGENCY LLC56%
  • NFP INSURANCE SERVICES INC44%
Total $48K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BSA LIFESTRUCTURES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$68.2M
Participants235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BSA LIFESTRUCTURES, INC. 401(K) PLAN

ProfitSharing

Assets$58.9M
Participants338
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BSA LIFESTRUCTURES INC. GROUP INSURANCE PLAN

Mixed - DELTA DENTAL OF INDIANA

Premiums$397K
Covered lives401
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BSA LIFESTRUCTURES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$68.2M2352025
001BSA LIFESTRUCTURES, INC. 401(K) PLANProfitSharing$58.9M3382025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BSA LIFESTRUCTURES INC. GROUP INSURANCE PLANMixedDELTA DENTAL OF INDIANA$397K4012025
Retirement plans
Welfare plans
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