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 / $127.2M assets / 573 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $397K premiums / 401 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.
ESOP
Profit-sharing
Mixed - DELTA DENTAL OF INDIANA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | BSA LIFESTRUCTURES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $68.2M | 235 | 2025 |
| #001 | BSA LIFESTRUCTURES, INC. 401(K) PLAN | Profit-sharing | $58.9M | 338 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BSA LIFESTRUCTURES INC. GROUP INSURANCE PLAN | Mixed | DELTA DENTAL OF INDIANA | $397K | 401 | 2025 |