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  1. Companies/
  2. Bapko Metal, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Bapko Metal, Inc.

EIN 95-3224566-construction-Latest filing 2025
Plans
3
Retirement
2
$40.5M assets
Health & Benefits
1
$2.3M premiums
Participants
627
721 S PARKER SUITE 300 - ORANGE, CA 92868714-639-9380bapko.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#004ESOP-$33.7M - 234 part#002401(k)-$6.8M - 230 part#501Fully insured-$2.3M - 282 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $40.5M assets / 464 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#004)$33.7M
  • INC. RETIREMENT PLAN (#002)$6.8M
Total $40.5MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$33.7M
  • JOHN HANCOCK LIFE INSURANCE COMPANY$6.8M
Total $40.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#004)234
  • INC. RETIREMENT PLAN (#002)230
Total 464Select a row to open it

Benefits portfolio analytics

1 plan / $2.3M premiums / 282 covered lives

Coverage 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
Total $2.3M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#004

BAPKO METAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$33.7M
Participants234
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

BAPKO METAL, INC. RETIREMENT PLAN

401(k)

Assets$6.8M
Participants230
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

BAPKO METAL, INC.

Fully insured - AETNA HEALTH OF CALIFORNIA INC.

Premiums$2.3M
Covered lives282
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#004BAPKO METAL, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$33.7M2342025
#002BAPKO METAL, INC. RETIREMENT PLAN401(k)$6.8M2302025
  • BAPKO METAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN$33.7M
    #004 · ESOP · 2025234
  • BAPKO METAL, INC. RETIREMENT PLAN$6.8M
    #002 · 401(k) · 2025230

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501BAPKO METAL, INC.Fully insuredAETNA HEALTH OF CALIFORNIA INC.$2.3M2822025
  • BAPKO METAL, INC.$2.3M
    #501 · Fully insured · AETNA HEALTH OF CALIFORNIA INC. · 2025282
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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