Assets by plan
Share of aggregate retirement assets
- DEFERRED BENEFIT PLAN (#005)$134.9M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans aggregated / $168.6M assets / 3,559 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
2 plans / $3.3M premiums / 3,202 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 OF ILLINOIS
Fully insured - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #005 | CARL BUDDIG AND COMPANY DEFERRED BENEFIT PLAN | 401(k) | $134.9M | 1,101 | 2025 |
| #006 | CARL BUDDIG AND COMPANY UNION EMPLOYEE DEFERRED BENEFIT PLAN | 401(k) | $33.6M | 2,458 | 2025 |
2 plans on this EIN
| 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 | $824K | 1,211 | 2025 |