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 | GEWALT-HAMILTON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401k | $35.6M | 147 | 2024 | |
| 003 | GEWALT HAMILTON ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $11.4M | 123 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GEWALT HAMILTON ASSOCIATES MEDICAL | Mixed | BLUECROSS BLUESHIELD OF ILLINOIS | $2.1M | 254 | 2025 |