Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#003)$2.6M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $19.5M assets / 191 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $1.5M premiums / 241 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)
401(k)
Mixed - BLUE CROSS & BLUE SHIELD
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BRETFORD MANUFACTURING, INC. PROFIT SHARING AND SAVINGS PLAN | 401(k) | $16.9M | 106 | 2025 |
| #003 | BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST | 401(k) | $2.6M | 85 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BRETFORD MANUFACTURING, INC. EMPLOYEE BENEFIT TRUST | Mixed | BLUE CROSS & BLUE SHIELD | $1.5M | 241 | 2025 |