Assets by plan
Share of aggregate retirement assets
- INC. RETIREMENT TRUST (#001)$153.3M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $248.6M assets / 2,030 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $6.4M premiums / 1,083 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
Fully insured - BLUECROSS BLUESHIELD OF TEXAS
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ICR, INC. RETIREMENT TRUST | 401(k) | $153.3M | 1,066 | 2025 |
| #002 | ICR INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $95.3M | 964 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | ICR, INC. EMPLOYEE BENEFITS PLAN | Fully insured | BLUECROSS BLUESHIELD OF TEXAS | $6.4M | 1,083 | 2025 |