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  2. PARKSITE, INC.
Sponsor portfolio

PARKSITE, INC.

EIN 36-2741965-building materials-Latest filing 2024
Plans
3
Retirement
2
$350.0M assets
Welfare
1
$11.5M premiums
Participants
2,590
1563 HUBBARD AVE. - BATAVIA, IL 605101419630-761-6710parksiteexteriordoods.comLinkedIn501-1000 employeesbuilding materials
Plans on this EIN
3 filings
#003ESOP-$266.8M - 842 part#004401k-$83.1M - 994 part#506Mixed-$11.5M - 1,136 lives

Retirement portfolio analytics

2 plans aggregated / $350.0M assets / 1,836 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • EMPLOYEE STOCK OWNERSHIP (#003)76%
  • PARKSITE 401(K) (#004)24%
Total $350.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PARKSITE 401(K) (#004)994
  • EMPLOYEE STOCK OWNERSHIP (#003)842
Total 1,836Click row to drill in

Benefits portfolio analytics

1 plan / $11.5M premiums / 1,136 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$10.9M
  • Prescription drug$10.9M
  • Life$580K
  • Short-term disability$580K
  • Long-term disability$580K
  • Other$580K
  • +1 more
Total $11.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • EYEMED VISION CARE0%
Total $11.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $203K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

PARKSITE INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$266.8M
Participants842
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

PARKSITE 401(K) PLAN

401k

Assets$83.1M
Participants994
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

PARKSITE INC. HEALTH AND WELFARE BENEFIT PLAN

Mixed - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$11.5M
Covered lives1,136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003PARKSITE INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$266.8M8422024
004PARKSITE 401(K) PLAN401k$83.1M9942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506PARKSITE INC. HEALTH AND WELFARE BENEFIT PLANMixedBLUECROSS BLUESHIELD OF ILLINOIS$11.5M1,1362024
Retirement plans
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