Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
B3 ENTERPRISES, INC.
EIN 04-3833716accountingLatest filing 2025
Plans
3
Retirement
2
$4.5M assets
Welfare
1
$2.1M premiums
Participants
304
2346 ACADEMY DR - AIR FORCE ACADEMY, CO 80840703-963-5476b3enterprisesllc.comLinkedIn1-10 employeesaccounting
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $4.5M assets / 173 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.1M premiums / 281 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.0M
- Health$1.8M
- Prescription drug$1.8M
- Dental$344K
- Vision$344K
- Life$344K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
80%top
- BLUE CROSS OF CALIFORNIA80%
- PRINCIPAL LIFE INSURANCE COMPANY16%
- UNITEDHEALTHCARE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
66%top
- CAPSTONE PRIVATE WEALTH LLC66%
- GIS BENEFITS INC34%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
B3 ENTERPRISES 401(K) PLAN
401k
Assets$4.0M
Participants156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE CONTRACTORS RETIREMENT PLAN
ProfitSharing
Assets$526K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
B3 ENTERPRISES, LLC WELFARE PLAN
Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA
Premiums$2.1M
Covered lives281
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | B3 ENTERPRISES 401(K) PLAN | 401k | $4.0M | 156 | 2024 | |
| 002 | THE CONTRACTORS RETIREMENT PLAN | ProfitSharing | $526K | 17 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | B3 ENTERPRISES, LLC WELFARE PLAN | Fully Insured | BLUE CROSS AND BLUE SHIELD OF ALABAMA | $2.1M | 281 | 2025 |
Retirement plans
Welfare plans