Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#003)$87.6M
- BMD 401(K) (#004)$42.5M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $130.0M assets / 1,979 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $6.1M premiums / 917 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 - CALIFORNIA PHYSICIANS' SERVICE
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | BUILDING MATERIAL DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $87.6M | 1,056 | 2025 |
| #004 | BMD 401(K) PLAN | 401(k) | $42.5M | 923 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BUILDING MATERIAL DISTRIBUTORS HEALTH AND WELFARE PLAN | Fully insured | CALIFORNIA PHYSICIANS' SERVICE | $6.1M | 917 | 2025 |