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 / $26.4M assets / 631 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $3.3M premiums / 237 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.
Profit-sharing
401(k)
Fully insured - BLUE CROSS AND BLUE SHIELD OF LOUISIANA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | AFCO INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | Profit-sharing | $17.2M | 404 | 2025 |
| #001 | AFCO INDUSTRIES LLC 401(K) PLAN | 401(k) | $9.2M | 227 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | AFCO INDUSTRIES INC EMPLOYEE BENEFITS PLAN | Fully insured | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | $3.3M | 237 | 2025 |