Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BAPKO METAL, INC.
EIN 95-3224566constructionLatest filing 2025
Plans
3
Retirement
2
$40.5M assets
Welfare
1
$2.3M premiums
Participants
627
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $40.5M assets / 464 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
83%top
- (Not disclosed)83%
- JOHN HANCOCK LIFE INSURANCE COMPANY17%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.3M premiums / 282 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Prescription drug$2.1M
- Dental$804K
- Vision$804K
- Life$100K
- Long-term disability$100K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
91%top
- AETNA LIFE INSURANCE COMPANY91%
- RELIANCE STANDARD LIFE INSURANCE COMPANY4%
- SIMNSA4%
Broker market share
Schedule A broker compensation
61%top
- USI INSURANCE SERVICES LLC61%
- HUB INTERNATIONAL MIDWEST LIMITED39%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
BAPKO METAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$33.7M
Participants234
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BAPKO METAL, INC. RETIREMENT PLAN
401k
Assets$6.8M
Participants230
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BAPKO METAL, INC.
Fully Insured - AETNA HEALTH OF CALIFORNIA INC.
Premiums$2.3M
Covered lives282
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | BAPKO METAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $33.7M | 234 | 2025 | |
| 002 | BAPKO METAL, INC. RETIREMENT PLAN | 401k | $6.8M | 230 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BAPKO METAL, INC. | Fully Insured | AETNA HEALTH OF CALIFORNIA INC. | $2.3M | 282 | 2025 |
Retirement plans
Welfare plans