Sponsor portfolio
CHAS H BILZ INSURANCE
EIN 61-0576609Latest filing 2025
Plans
2
Retirement
1
$4.0M assets
Welfare
1
Participants
19
909 WRIGHT SUMMIT PKWY, SUITE 210 - COVINGTON, KY 41011859-431-1235
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CHARLES H. BILZ INSURANCE AGENCY 401K PLAN
401k
Assets$4.0M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CHAS H BILZ INSURANCE CBS BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHARLES H. BILZ INSURANCE AGENCY 401K PLAN | 401k | $4.0M | 19 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CHAS H BILZ INSURANCE CBS BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans