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Sponsor portfolio

JOHN BOUCHARD & SONS CO.

EIN 62-0135900-construction-Latest filing 2025
Plans
3
Retirement
2
$48.7M assets
Welfare
1
$1.2M premiums
Participants
477
1024 HARRISON STREET - NASHVILLE, TN 37203615-256-0112jbouchard.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#004401k-$46.7M - 222 part#005CashBalance-$2.0M - 116 part#502Fully Insured-$1.2M - 142 lives

Retirement portfolio analytics

2 plans aggregated / $48.7M assets / 338 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • PROFIT SHARING PLAN (#004)96%
  • CASH BALANCE PLAN (#005)4%
Total $48.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
96%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY96%
  • (Not disclosed)4%
Total $48.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#004)222
  • CASH BALANCE PLAN (#005)116
Total 338Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 142 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Life$44K
Total $1.2M2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA3%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • GROUP BENEFIT SYSTEMS INC98%
  • ARCHON LLC2%
Total $70K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

JOHN BOUCHARD & SONS CO. 401(K) PROFIT SHARING PLAN

401k

Assets$46.7M
Participants222
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

JOHN BOUCHARD & SONS CO. CASH BALANCE PLAN

CashBalance

Assets$2.0M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

JOHN BOUCHARD AND SONS CO. WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$1.2M
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004JOHN BOUCHARD & SONS CO. 401(K) PROFIT SHARING PLAN401k$46.7M2222025
005JOHN BOUCHARD & SONS CO. CASH BALANCE PLANCashBalance$2.0M1162025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502JOHN BOUCHARD AND SONS CO. WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF TENNESSEE, INC.$1.2M1422025
Retirement plans
Welfare plans
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