Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$11.9M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $73.3M assets / 387 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $3.2M premiums / 458 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.
ESOP
401(k)
Fully insured - BLUECROSS BLUESHIELD OF TEXAS
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | SCALLON CONTROLS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $61.4M | 250 | 2025 |
| #002 | SCALLON CONTROLS, INC. 401(K) BONUS PLAN AND TRUST | 401(k) | $11.9M | 137 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SCALLON CONTROLS INC | Fully insured | BLUECROSS BLUESHIELD OF TEXAS | $3.2M | 458 | 2025 |