Plan #	Name	Type	Assets	Participants	Latest year
002	C.H. GUERNSEY & CO. 401(K) SAVINGS AND PROFIT SHARING PLAN	401k	$39.9M	243	2024
003	C.H. GUERNSEY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN	ESOP	$35.8M	168	2024

Welfare plans1

Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
503	C. H. GUERNSEY & COMPANY HEALTH, DEATH, AD&D INSURANCE PLAN	Fully Insured	BLUE CROSS AND BLUE SHIELD OF OKLAHOMA	$2.2M	271	2025

Retirement plans

Welfare plans

Sponsor portfolioTH

C. H. GUERNSEY & COMPANY

EIN 73-0590816Latest filing 2025

Plans

Retirement

$75.7M assets

Welfare

$2.2M premiums

Participants

536

5555 N GRAND BLVD - OKLAHOMA CITY, OK 731125693405-416-8100

Plans on this EIN

3 filings

#002401k-$39.9M - 243 part #003ESOP-$35.8M - 168 part #503Fully Insured-$2.2M - 271 lives

Retirement portfolio analytics

2 plans aggregated / $75.7M assets / 411 participants

Assets by plan

Share of aggregate retirement assets

53%top

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $2.2M premiums / 271 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$1.8M
Dental$170K
Short-term disability$95K
Life$77K
Long-term disability$29K
Vision$23K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

81%top

BLUE CROSS OF CALIFORNIA81%
LIFE INSURANCE COMPANY OF NORTH AMERICA10%
DELTA DENTAL OF CALIFORNIA8%
VISION SERVICE PLAN1%

Broker market share

Schedule A broker compensation

Split broker

100%top

MARSH & MCLENNAN AGENCY LLC100%
REUBEN WARNER ASSOCIATES, INC.0%

Plan deep-dives

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

Retirement#002

C.H. GUERNSEY & CO. 401(K) SAVINGS AND PROFIT SHARING PLAN

401k

Assets$39.9M

Participants243

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#003