Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$202K
- Life$200K
- Long-term disability$200K
Sponsor portfolio
LINDBLAD EXPEDITIONS, INC.
EIN 13-2991368Administrative and Support and Waste Management and Remediation ServicesLatest filing 2025
Plans
2
Retirement
1
$57.0M assets
Welfare
1
$202K premiums
Participants
1,509
2505 2ND AVENUE, SUITE 300 - SEATTLE, WA 98121212-261-9071
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $202K premiums / 646 covered livesCarrier market share
Premium dollars by Schedule A carrier
99%top
- SUN LIFE ASSURANCE COMPANY OF CANADA99%
- UNITEDHEALTHCARE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LINDBLAD EXPEDITIONS, INC 401(K) PLAN
401k
Assets$57.0M
Participants863
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LINDBLAD EXPEDITIONS HEALTH AND WELFARE PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$202K
Covered lives646
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LINDBLAD EXPEDITIONS, INC 401(K) PLAN | 401k | $57.0M | 863 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LINDBLAD EXPEDITIONS HEALTH AND WELFARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $202K | 646 | 2025 |
Retirement plans
Welfare plans