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 / $17.7M assets / 515 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $758K premiums / 121 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
Mixed - BERKLEY LIFE & HEALTH INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | AUTOMOTIVE AND INDUSTRIAL DISTRIBUTORS OF BILLINGS - 401(K) PLAN | 401(k) | $9.3M | 265 | 2025 |
| #001 | AUTOMOTIVE & INDUSTRIAL DISTRIBUTORS OF BILLINGS EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $8.4M | 250 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | A & I DISTRIBUTORS MEDICAL BENEFITS PLAN & A & I DISTRIBUTORS DENTAL BENEFITS PLAN | Mixed | BERKLEY LIFE & HEALTH INSURANCE COMPANY | $758K | 121 | 2025 |