Civic Intelligence

Blumbergexcelsior

Plan context: Blumbergexcelsior and Related Co. Savings & Retirement Plan

EIN 13-4962010 • Sharon, CT • 36 filings • 2 plans

PO Box 1742Sharon, CT 06069
Current Snapshot

Latest Year

2023

2023 Participants

47

2023 Assets

$8,600,329

2023 Contributions

$32,841

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$11,611,611$5,805,806$0199920112022YearValue
$8,600,329Latest year 2022

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

3091550199920112022YearValue
47Latest year 2022

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202310$0$32,841-
Blumbergexcelsior and Related Co. Savings & Retirement Plan-0$0$32,841-
2022147$8,600,329$216,562$4,608iApproximate average salary by contribution assumption: employee only about $115,193 at 4% or $76,795 at 6%; with 50% employer match about $76,795 at 4% or $51,197 at 6%; with 100% employer match about $57,596 at 4% or $38,398 at 6%.
Blumbergexcelsior and Related Co. Savings & Retirement Plan-47$8,600,329$216,562$4,608iApproximate average salary by contribution assumption: employee only about $115,193 at 4% or $76,795 at 6%; with 50% employer match about $76,795 at 4% or $51,197 at 6%; with 100% employer match about $57,596 at 4% or $38,398 at 6%.
2021153$11,611,611$272,069$5,133iApproximate average salary by contribution assumption: employee only about $128,334 at 4% or $85,556 at 6%; with 50% employer match about $85,556 at 4% or $57,038 at 6%; with 100% employer match about $64,167 at 4% or $42,778 at 6%.
Blumbergexcelsior and Related Co. Savings & Retirement Plan-53$11,611,611$272,069$5,133iApproximate average salary by contribution assumption: employee only about $128,334 at 4% or $85,556 at 6%; with 50% employer match about $85,556 at 4% or $57,038 at 6%; with 100% employer match about $64,167 at 4% or $42,778 at 6%.
2020156$10,445,329$322,490$5,759iApproximate average salary by contribution assumption: employee only about $143,969 at 4% or $95,979 at 6%; with 50% employer match about $95,979 at 4% or $63,986 at 6%; with 100% employer match about $71,984 at 4% or $47,990 at 6%.
Blumbergexcelsior and Related Co. Savings & Retirement Plan-56$10,445,329$322,490$5,759iApproximate average salary by contribution assumption: employee only about $143,969 at 4% or $95,979 at 6%; with 50% employer match about $95,979 at 4% or $63,986 at 6%; with 100% employer match about $71,984 at 4% or $47,990 at 6%.
2019170$10,205,183$356,577$5,094iApproximate average salary by contribution assumption: employee only about $127,349 at 4% or $84,899 at 6%; with 50% employer match about $84,899 at 4% or $56,600 at 6%; with 100% employer match about $63,674 at 4% or $42,450 at 6%.
Blumbergexcelsior and Related Co. Savings & Retirement Plan-70$10,205,183$356,577$5,094iApproximate average salary by contribution assumption: employee only about $127,349 at 4% or $84,899 at 6%; with 50% employer match about $84,899 at 4% or $56,600 at 6%; with 100% employer match about $63,674 at 4% or $42,450 at 6%.
2018171$8,738,959$371,936$5,239iApproximate average salary by contribution assumption: employee only about $130,963 at 4% or $87,309 at 6%; with 50% employer match about $87,309 at 4% or $58,206 at 6%; with 100% employer match about $65,482 at 4% or $43,654 at 6%.
Blumbergexcelsior and Related Co. Savings & Retirement Plan-71$8,738,959$371,936$5,239iApproximate average salary by contribution assumption: employee only about $130,963 at 4% or $87,309 at 6%; with 50% employer match about $87,309 at 4% or $58,206 at 6%; with 100% employer match about $65,482 at 4% or $43,654 at 6%.
2017169$9,970,144$382,431$5,542iApproximate average salary by contribution assumption: employee only about $138,562 at 4% or $92,375 at 6%; with 50% employer match about $92,375 at 4% or $61,583 at 6%; with 100% employer match about $69,281 at 4% or $46,187 at 6%.
Blumbergexcelsior and Related Co. Savings & Retirement Plan-69$9,970,144$382,431$5,542iApproximate average salary by contribution assumption: employee only about $138,562 at 4% or $92,375 at 6%; with 50% employer match about $92,375 at 4% or $61,583 at 6%; with 100% employer match about $69,281 at 4% or $46,187 at 6%.
2016172$9,137,667$325,993$4,528iApproximate average salary by contribution assumption: employee only about $113,192 at 4% or $75,461 at 6%; with 50% employer match about $75,461 at 4% or $50,308 at 6%; with 100% employer match about $56,596 at 4% or $37,731 at 6%.
Blumbergexcelsior and Related Co. Savings & Retirement Plan-72$9,137,667$325,993$4,528iApproximate average salary by contribution assumption: employee only about $113,192 at 4% or $75,461 at 6%; with 50% employer match about $75,461 at 4% or $50,308 at 6%; with 100% employer match about $56,596 at 4% or $37,731 at 6%.
2015176$10,861,632$296,646$3,903iApproximate average salary by contribution assumption: employee only about $97,581 at 4% or $65,054 at 6%; with 50% employer match about $65,054 at 4% or $43,369 at 6%; with 100% employer match about $48,790 at 4% or $32,527 at 6%.
Blumbergexcelsior and Related Co. Savings & Retirement Plan-76$10,861,632$296,646$3,903iApproximate average salary by contribution assumption: employee only about $97,581 at 4% or $65,054 at 6%; with 50% employer match about $65,054 at 4% or $43,369 at 6%; with 100% employer match about $48,790 at 4% or $32,527 at 6%.
2014182$10,714,619$273,908$3,340iApproximate average salary by contribution assumption: employee only about $83,509 at 4% or $55,672 at 6%; with 50% employer match about $55,672 at 4% or $37,115 at 6%; with 100% employer match about $41,754 at 4% or $27,836 at 6%.
Blumbergexcelsior and Related Co. Savings & Retirement Plan-82$10,714,619$273,908$3,340iApproximate average salary by contribution assumption: employee only about $83,509 at 4% or $55,672 at 6%; with 50% employer match about $55,672 at 4% or $37,115 at 6%; with 100% employer match about $41,754 at 4% or $27,836 at 6%.
2013181$10,067,537$240,158$2,965iApproximate average salary by contribution assumption: employee only about $74,123 at 4% or $49,415 at 6%; with 50% employer match about $49,415 at 4% or $32,943 at 6%; with 100% employer match about $37,061 at 4% or $24,708 at 6%.
Blumbergexcelsior and Related Co. Savings & Retirement Plan-81$10,067,537$240,158$2,965iApproximate average salary by contribution assumption: employee only about $74,123 at 4% or $49,415 at 6%; with 50% employer match about $49,415 at 4% or $32,943 at 6%; with 100% employer match about $37,061 at 4% or $24,708 at 6%.
2012179$9,301,577$246,456$3,120iApproximate average salary by contribution assumption: employee only about $77,992 at 4% or $51,995 at 6%; with 50% employer match about $51,995 at 4% or $34,663 at 6%; with 100% employer match about $38,996 at 4% or $25,997 at 6%.
Blumbergexcelsior and Related Co. Savings & Retirement Plan-79$9,301,577$246,456$3,120iApproximate average salary by contribution assumption: employee only about $77,992 at 4% or $51,995 at 6%; with 50% employer match about $51,995 at 4% or $34,663 at 6%; with 100% employer match about $38,996 at 4% or $25,997 at 6%.
2011179$9,381,105$268,386$3,397iApproximate average salary by contribution assumption: employee only about $84,932 at 4% or $56,622 at 6%; with 50% employer match about $56,622 at 4% or $37,748 at 6%; with 100% employer match about $42,466 at 4% or $28,311 at 6%.
Blumbergexcelsior and Related Co. Savings & Retirement Plan-79$9,381,105$268,386$3,397iApproximate average salary by contribution assumption: employee only about $84,932 at 4% or $56,622 at 6%; with 50% employer match about $56,622 at 4% or $37,748 at 6%; with 100% employer match about $42,466 at 4% or $28,311 at 6%.
20102104$10,416,085$256,677$2,468iApproximate average salary by contribution assumption: employee only about $61,701 at 4% or $41,134 at 6%; with 50% employer match about $41,134 at 4% or $27,423 at 6%; with 100% employer match about $30,851 at 4% or $20,567 at 6%.
Blumbergexcelsior and Related Co. Savings & Retirement Plan-80$10,416,085$256,677$3,208iApproximate average salary by contribution assumption: employee only about $80,212 at 4% or $53,474 at 6%; with 50% employer match about $53,474 at 4% or $35,650 at 6%; with 100% employer match about $40,106 at 4% or $26,737 at 6%.
JULIUS BLUMBERG, INC. EMPLOYEES HEALTH & WELFARE BENEFIT PLAN-104---
20092109$9,620,437$295,248$2,709iApproximate average salary by contribution assumption: employee only about $67,717 at 4% or $45,145 at 6%; with 50% employer match about $45,145 at 4% or $30,097 at 6%; with 100% employer match about $33,859 at 4% or $22,572 at 6%.
Blumbergexcelsior and Related Co. Savings & Retirement Plan-86$9,620,437$295,248$3,433iApproximate average salary by contribution assumption: employee only about $85,828 at 4% or $57,219 at 6%; with 50% employer match about $57,219 at 4% or $38,146 at 6%; with 100% employer match about $42,914 at 4% or $28,609 at 6%.
JULIUS BLUMBERG, INC. EMPLOYEES HEALTH & WELFARE BENEFIT PLAN-109---
20082134$8,597,708$395,866$2,954iApproximate average salary by contribution assumption: employee only about $73,856 at 4% or $49,237 at 6%; with 50% employer match about $49,237 at 4% or $32,825 at 6%; with 100% employer match about $36,928 at 4% or $24,619 at 6%.
Blumbergexcelsior and Related Co. Savings & Retirement Plan-87$8,597,708$395,866$4,550iApproximate average salary by contribution assumption: employee only about $113,755 at 4% or $75,836 at 6%; with 50% employer match about $75,836 at 4% or $50,558 at 6%; with 100% employer match about $56,877 at 4% or $37,918 at 6%.
JULIUS BLUMBERG, INC. EMPLOYEES HEALTH & WELFARE BENEFIT PLAN-134---
20072157$11,610,205$586,565$3,736iApproximate average salary by contribution assumption: employee only about $93,402 at 4% or $62,268 at 6%; with 50% employer match about $62,268 at 4% or $41,512 at 6%; with 100% employer match about $46,701 at 4% or $31,134 at 6%.
Blumbergexcelsior and Related Co. Savings & Retirement Plan-157$11,610,205$586,565$3,736iApproximate average salary by contribution assumption: employee only about $93,402 at 4% or $62,268 at 6%; with 50% employer match about $62,268 at 4% or $41,512 at 6%; with 100% employer match about $46,701 at 4% or $31,134 at 6%.
JULIUS BLUMBERG, INC. EMPLOYEES HEALTH & WELFARE BENEFIT PLAN-147---
20062167$10,383,309$480,663$2,878iApproximate average salary by contribution assumption: employee only about $71,956 at 4% or $47,970 at 6%; with 50% employer match about $47,970 at 4% or $31,980 at 6%; with 100% employer match about $35,978 at 4% or $23,985 at 6%.
Blumbergexcelsior and Related Co. Savings & Retirement Plan-162$10,383,309$480,663$2,967iApproximate average salary by contribution assumption: employee only about $74,176 at 4% or $49,451 at 6%; with 50% employer match about $49,451 at 4% or $32,967 at 6%; with 100% employer match about $37,088 at 4% or $24,725 at 6%.
JULIUS BLUMBERG, INC. EMPLOYEES HEALTH & WELFARE BENEFIT PLAN-167---
20052160$9,284,884$449,387$2,809iApproximate average salary by contribution assumption: employee only about $70,217 at 4% or $46,811 at 6%; with 50% employer match about $46,811 at 4% or $31,207 at 6%; with 100% employer match about $35,108 at 4% or $23,406 at 6%.
Blumbergexcelsior and Related Co. Savings & Retirement Plan-157$9,284,884$449,387$2,862iApproximate average salary by contribution assumption: employee only about $71,558 at 4% or $47,706 at 6%; with 50% employer match about $47,706 at 4% or $31,804 at 6%; with 100% employer match about $35,779 at 4% or $23,853 at 6%.
JULIUS BLUMBERG, INC. EMPLOYEES HEALTH & WELFARE BENEFIT PLAN-160---
20042185$8,888,100$447,324$2,418iApproximate average salary by contribution assumption: employee only about $60,449 at 4% or $40,299 at 6%; with 50% employer match about $40,299 at 4% or $26,866 at 6%; with 100% employer match about $30,225 at 4% or $20,150 at 6%.
Blumbergexcelsior and Related Co. Savings & Retirement Plan-175$8,888,100$447,324$2,556iApproximate average salary by contribution assumption: employee only about $63,903 at 4% or $42,602 at 6%; with 50% employer match about $42,602 at 4% or $28,402 at 6%; with 100% employer match about $31,952 at 4% or $21,301 at 6%.
JULIUS BLUMBERG, INC. EMPLOYEES HEALTH & WELFARE BENEFIT PLAN-185---
20032198$7,642,080$406,728$2,054iApproximate average salary by contribution assumption: employee only about $51,355 at 4% or $34,236 at 6%; with 50% employer match about $34,236 at 4% or $22,824 at 6%; with 100% employer match about $25,677 at 4% or $17,118 at 6%.
Blumbergexcelsior and Related Co. Savings & Retirement Plan-191$7,642,080$406,728$2,129iApproximate average salary by contribution assumption: employee only about $53,237 at 4% or $35,491 at 6%; with 50% employer match about $35,491 at 4% or $23,661 at 6%; with 100% employer match about $26,618 at 4% or $17,746 at 6%.
JULIUS BLUMBERG, INC. EMPLOYEES HEALTH & WELFARE BENEFIT PLAN-198---
20022227$5,842,834$387,559$1,707iApproximate average salary by contribution assumption: employee only about $42,683 at 4% or $28,455 at 6%; with 50% employer match about $28,455 at 4% or $18,970 at 6%; with 100% employer match about $21,341 at 4% or $14,228 at 6%.
Blumbergexcelsior and Related Co. Savings & Retirement Plan-180$5,842,834$387,559$2,153iApproximate average salary by contribution assumption: employee only about $53,828 at 4% or $35,885 at 6%; with 50% employer match about $35,885 at 4% or $23,923 at 6%; with 100% employer match about $26,914 at 4% or $17,943 at 6%.
JULIUS BLUMBERG, INC. EMPLOYEES HEALTH & WELFARE BENEFIT PLAN-227---
20012309$6,622,389$357,165$1,156iApproximate average salary by contribution assumption: employee only about $28,897 at 4% or $19,265 at 6%; with 50% employer match about $19,265 at 4% or $12,843 at 6%; with 100% employer match about $14,448 at 4% or $9,632 at 6%.
Blumbergexcelsior and Related Co. Savings & Retirement Plan-173$6,622,389$357,165$2,065iApproximate average salary by contribution assumption: employee only about $51,613 at 4% or $34,409 at 6%; with 50% employer match about $34,409 at 4% or $22,939 at 6%; with 100% employer match about $25,807 at 4% or $17,204 at 6%.
JULIUS BLUMBERG, INC. EMPLOYEES HEALTH & WELFARE BENEFIT PLAN-309---
20002227$7,074,232$350,876$1,546iApproximate average salary by contribution assumption: employee only about $38,643 at 4% or $25,762 at 6%; with 50% employer match about $25,762 at 4% or $17,175 at 6%; with 100% employer match about $19,321 at 4% or $12,881 at 6%.
Blumbergexcelsior and Related Co. Savings & Retirement Plan-171$7,074,232$350,876$2,052iApproximate average salary by contribution assumption: employee only about $51,298 at 4% or $34,198 at 6%; with 50% employer match about $34,198 at 4% or $22,799 at 6%; with 100% employer match about $25,649 at 4% or $17,099 at 6%.
JULIUS BLUMBERG, INC. EMPLOYEES HEALTH & WELFARE BENEFIT PLAN-227---
19991174$6,957,369$383,879$2,206iApproximate average salary by contribution assumption: employee only about $55,155 at 4% or $36,770 at 6%; with 50% employer match about $36,770 at 4% or $24,513 at 6%; with 100% employer match about $27,578 at 4% or $18,385 at 6%.
Blumbergexcelsior and Related Co. Savings & Retirement Plan-174$6,957,369$383,879$2,206iApproximate average salary by contribution assumption: employee only about $55,155 at 4% or $36,770 at 6%; with 50% employer match about $36,770 at 4% or $24,513 at 6%; with 100% employer match about $27,578 at 4% or $18,385 at 6%.