Assets by plan
Share of aggregate retirement assets
- SHARING & 401(K) (#003)$46.1M
- PLAN AND TRUST (#004)$26.2M
Filings through .
Backlund Investment Co
EIN 37-0898008information technology and servicesLatest filing 2025
Plans
4
Retirement
2
$72.3M assets
Health & Benefits
2
$1.8M premiums
Participants
798
4818 NORTH PROSPECT ROAD - PEORIA HEIGHTS, IL 61616309-243-1040LinkedIn1-10 employeesinformation technology and services
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $72.3M assets / 440 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.8M premiums / 358 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Prescription drug$1.6M
- Dental$137K
- Vision$137K
- Life$137K
- Long-term disability$137K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
BACKLUND INVESTMENT CO PROFIT SHARING & 401(K) PLAN
401(k)
Assets$46.1M
Participants234
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
BACKLUND INVESTMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$26.2M
Participants206
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
BACKLUND INVESTMENT CO HEALTH BENEFIT PLAN
Fully insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$1.6M
Covered lives181
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
BACKLUND INVESTMENT CO WELFARE PLAN
Mixed - DEARBORN LIFE INSURANCE COMPANY
Premiums$137K
Covered lives177
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | BACKLUND INVESTMENT CO PROFIT SHARING & 401(K) PLAN | 401(k) | $46.1M | 234 | 2025 |
| #004 | BACKLUND INVESTMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $26.2M | 206 | 2025 |
- #003 · 401(k) · 2025234
- #004 · ESOP · 2025206
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BACKLUND INVESTMENT CO HEALTH BENEFIT PLAN | Fully insured | BLUECROSS BLUESHIELD OF ILLINOIS | $1.6M | 181 | 2025 |
| #502 | BACKLUND INVESTMENT CO WELFARE PLAN | Mixed | DEARBORN LIFE INSURANCE COMPANY | $137K | 177 | 2025 |
- #501 · Fully insured · BLUECROSS BLUESHIELD OF ILLINOIS · 2025181
- #502 · Mixed · DEARBORN LIFE INSURANCE COMPANY · 2025177
Retirement plans
Health & Benefits plans