Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
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 OF ILLINOIS
Fully Insured - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | CARL BUDDIG AND COMPANY DEFERRED BENEFIT PLAN | 401k | $123.5M | 1,099 | 2024 | |
| 006 | CARL BUDDIG AND COMPANY UNION EMPLOYEE DEFERRED BENEFIT PLAN | 401k | $30.7M | 2,782 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BUDDIG EMPLOYEES WELFARE BENEFIT PLAN | Mixed | BLUE CROSS/BLUE SHIELD OF ILLINOIS | $2.5M | 1,991 | 2025 | |
| 503 | CARL BUDDIG AND COMPANY FLEXIBLE BENEFIT PLAN | Fully Insured | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $766K | 1,126 | 2024 |