Assets by plan
Share of aggregate retirement assets
87%top
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
401k
Mixed - BLUE CROSS & BLUE SHIELD
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BRETFORD MANUFACTURING, INC. PROFIT SHARING AND SAVINGS PLAN | 401k | $16.9M | 106 | 2025 | |
| 003 | BRETFORD MANUFACTURING, INC. UNION 401(K) PLAN & TRUST | 401k | $2.6M | 85 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BRETFORD MANUFACTURING, INC. EMPLOYEE BENEFIT TRUST | Mixed | BLUE CROSS & BLUE SHIELD | $1.4M | 241 | 2024 |