Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$6.7M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
2 plans aggregated / $26.1M assets / 359 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
3 plans / $89K premiums / 443 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 - METROPOLITAN LIFE INSURANCE COMPANY
Fully insured - HARTFORD LIFE AND ACCIDENT
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | NORTH RIVER BOATS EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $19.4M | 184 | 2025 |
| #001 | NW BEND BOATS LLC 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $6.7M | 175 | 2025 |
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | NW BEND BOATS LLC MEDICAL BENEFIT PLAN | Fully insured | METROPOLITAN LIFE INSURANCE COMPANY | $63K | 190 | 2025 |
| #501 | NW BEND BOATS LLC HEALTH AND WELFARE PLAN | Fully insured | HARTFORD LIFE AND ACCIDENT | $26K | 253 | 2025 |
| #503 | NW BEND BOATS LLC SI MEDICAL PLAN | Self-funded | - | $0 | 0 | 2025 |