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Sponsor portfolio

BOAR'S HEAD PROVISIONS CO., INC.

EIN 11-0548870-Latest filing 2025
Plans
3
Retirement
2
$198.9M assets
Welfare
1
$2.4M premiums
Participants
9,698
1819 MAIN STREET, SUITE 800 - SARASOTA, FL 34236941-955-0994
Plans on this EIN
3 filings
#004401k-$194.1M - 4,789 part#011401k-$4.8M - 1,624 part#501Mixed-$2.4M - 3,265 lives

Retirement portfolio analytics

2 plans aggregated / $198.9M assets / 6,413 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • PROFIT SHARING PLAN (#004)98%
  • BARGAINING UNIT-VA 401(K) (#011)2%
Total $198.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
98%top
  • (Not disclosed)98%
  • TRITON SERVICES CORPORATION2%
Total $198.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#004)4,789
  • BARGAINING UNIT-VA 401(K) (#011)1,624
Total 6,413Click row to drill in

Benefits portfolio analytics

1 plan / $2.4M premiums / 3,265 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.9M
  • Life$1.5M
  • Long-term disability$1.5M
  • Vision$358K
  • Health$195K
  • Prescription drug$195K
Total $2.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA63%
  • VISION SERVICE PLAN15%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA14%
  • HAWAII MEDICAL SERVICE ASSOCIATION8%
Total $2.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • GALLAGHER BENEFIT SERVICES, INC.94%
  • MERCER HEALTH AND BENEFITS, LLC6%
Total $176K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

BOAR'S HEAD PROVISIONS CO., INC. 401(K) AND PROFIT SHARING PLAN

401k

Assets$194.1M
Participants4,789
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#011

BOARS HEAD PROVISION CO., INC. BARGAINING UNIT-VA 401(K) PLAN

401k

Assets$4.8M
Participants1,624
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BOAR'S HEAD PROVISIONS CO., INC. EMPLOYEE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$2.4M
Covered lives3,265
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004BOAR'S HEAD PROVISIONS CO., INC. 401(K) AND PROFIT SHARING PLAN401k$194.1M4,7892024
011BOARS HEAD PROVISION CO., INC. BARGAINING UNIT-VA 401(K) PLAN401k$4.8M1,6242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BOAR'S HEAD PROVISIONS CO., INC. EMPLOYEE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$2.4M3,2652025
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