Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $34.7M assets / 274 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $35K premiums / 170 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.
ESOP
401(k)
Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | FBMC BENEFITS MANAGEMENT EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $24.5M | 135 | 2025 |
| #002 | FBMC BENEFITS MANAGEMENT, INC 401(K) PLAN | 401(k) | $10.2M | 139 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | FBMC BENEFITS MANAGEMENT, INC. WELFARE BENEFITS PLAN | Fully insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $35K | 170 | 2024 |