Assets by plan
Share of aggregate retirement assets
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
ESOP
Mixed - BLUECROSS BLUESHIELD OF ILLINOIS
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | V3 COMPANIES, LTD. 401(K) PLAN | 401k | $76.3M | 423 | 2024 | |
| 003 | V3 COMPANIES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $5.9M | 64 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | V3 COMPANIES, LTD. EMPLOYEE BENEFITS PLAN | Mixed | BLUECROSS BLUESHIELD OF ILLINOIS | $4.6M | 633 | 2025 |