Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BONITZ, INC.
EIN 57-0835835constructionLatest filing 2025
Plans
3
Retirement
2
$89.9M assets
Welfare
1
$1.0M premiums
Participants
1,300
4539 ENTERPRISE DRIVE NORTHWEST - CONCORD, NC 28027704-262-6400bonitz.comLinkedIn501-1000 employeesconstruction
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $89.9M assets / 915 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.0M premiums / 383 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$641K
- Dental$626K
- Vision$626K
- Life$626K
- Long-term disability$626K
- Stop-loss$361K
Carrier market share
Premium dollars by Schedule A carrier
62%top
- SUN LIFE ASSURANCE COMPANY OF CANADA62%
- BERKLEY LIFE AND HEALTH INSURANCE COMPANY36%
- METROPOLITAN LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
85%top
- JAMES A SCOTT & SON INC85%
- WATCHTOWER TECHNOLOGIES INC11%
- C2 CENTRIC LLC5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BONITZ, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$71.6M
Participants501
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$18.3M
Participants414
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BONITZ, INC. EMPLOYEE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$1.0M
Covered lives383
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BONITZ, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $71.6M | 501 | 2024 | |
| 002 | BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN | 401k | $18.3M | 414 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BONITZ, INC. EMPLOYEE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.0M | 383 | 2025 |
Retirement plans
Welfare plans