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 / $86.6M assets / 397 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $2.2M premiums / 271 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.
401(k)
ESOP
Fully insured - BLUE CROSS AND BLUE SHIELD OF OKLAHOMA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | C.H. GUERNSEY & CO. 401(K) SAVINGS AND PROFIT SHARING PLAN | 401(k) | $48.6M | 235 | 2025 |
| #003 | C.H. GUERNSEY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $38.1M | 162 | 2025 |
1 plan on this EIN
| 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 |