PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. JOINT BOARD OF TRUSTEES OF BAC LOCAL 23 NORTH SHORE CHAPTER
Sponsor portfolio

JOINT BOARD OF TRUSTEES OF BAC LOCAL 23 NORTH SHORE CHAPTER

EIN 62-1523674-Construction-Latest filing 2025
Plans
2
Retirement
1
$111.9M assets
Welfare
1
$562K premiums
Participants
2,428
9525 SWEET VALLEY DRIVE - VALLEY VIEW, OH 44125216-520-1644
Plans on this EIN
2 filings
#001TraditionalDB-$111.9M - 1,495 part#501Mixed-$562K - 581 lives

Benefits portfolio analytics

1 plan / $562K premiums / 581 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$504K
  • Life$58K
Total $562K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • MEDICAL MUTUAL90%
  • UNION SECURITY INSURANCE COMPANY10%
Total $562K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BAC LOCAL 23 NORTH SHORE CHAPTER PENSION FUND

TraditionalDB

Assets$111.9M
Participants1,495
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BAC LOCAL 23 NORTH SHORE CHAPTER HEALTH AND WELFARE FUND

Mixed - MEDICAL MUTUAL OF OHIO

Premiums$562K
Covered lives581
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BAC LOCAL 23 NORTH SHORE CHAPTER PENSION FUNDTraditionalDB$111.9M1,4952025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BAC LOCAL 23 NORTH SHORE CHAPTER HEALTH AND WELFARE FUNDMixedMEDICAL MUTUAL OF OHIO$562K5812025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica