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 / $31.0M assets / 305 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $2.0M premiums / 315 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)
401(k)
Mixed - BLUE CROSS OF CALIFORNIA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | CASS ARRIETA 401(K) PLAN | 401(k) | $25.1M | 254 | 2025 |
| #002 | CASS CONSTRUCTION, INC. 401(K) RETIREMENT SAVINGS PLAN | 401(k) | $5.9M | 51 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CASS CONSTRUCTION INC. WELFARE BENEFITS PLAN | Mixed | BLUE CROSS OF CALIFORNIA | $2.0M | 315 | 2025 |