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
ProfitSharing
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BAXTER & WOODMAN 401K RETIREMENT SAVINGS PLAN | 401k | $89.2M | 592 | 2024 | |
| 002 | BAXTER & WOODMAN EMPLOYEE QUALIFIED DEFERRED COMPENSATION RETIREMENT PLAN | ProfitSharing | $1.7M | 436 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BAXTER AND WOODMAN INC EMPLOYEE BENEFITS PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $5.2M | 730 | 2025 |