Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$13.0M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans aggregated / $35.3M assets / 594 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
2 plans / $15K premiums / 147 covered lives
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
Fully insured - HUB INTERNATIONAL
Unknown
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | B S K ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $22.3M | 261 | 2025 |
| #001 | B S K ASSOCIATES 401(K) PLAN AND TRUST | 401(k) | $13.0M | 333 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | B S K ASSOCIATES VISION PLAN | Fully insured | HUB INTERNATIONAL | $15K | 147 | 2025 |
| #510 | NEUBRIDG, INC. SUPPLEMENTAL UNEMPLOYMENT COMPENSATION BENEFIT PLAN & TRUST | Unknown | - | $0 | 0 | 2025 |