Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
2 plans aggregated / $22.5M assets / 355 participants
Share of aggregate retirement assets
Active + retired + deferred vested
3 plans / $1.3M premiums / 299 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 - UNITEDHEALTHCARE INSURANCE COMPANY
Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | BROADHEAD ENTERPRISES INC. 401(K) PLAN | 401(k) | $21.7M | 193 | 2025 |
| #001 | BROADHEAD ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $749K | 162 | 2025 |
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BROADHEAD ENTERPRISES, INC. MEDICAL PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.2M | 167 | 2025 |
| #503 | BROADHEAD ENTERPRISES, INC. ANCILLARY PLAN | Fully insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $81K | 132 | 2025 |
| #502 | BROADHEAD ENTERPRISES, INC. DENTAL PLAN | Self-funded | - | $0 | 0 | 2025 |