Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$402K
- Dental$275K
- Vision$275K
- Life$275K
- Long-term disability$275K
- Other$275K
Sponsor portfolio
BBR PARTNERS, LLC
EIN 13-4088325investment managementLatest filing 2025
Plans
2
Retirement
1
$44.2M assets
Welfare
1
$603K premiums
Participants
414
55 EAST 52ND STREET, 18TH FLOOR - NEW YORK, NY 10055212-672-5192bbrpartners.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $603K premiums / 185 covered livesCarrier market share
Premium dollars by Schedule A carrier
59%top
- GREAT MIDWEST INSURANCE COMPANY59%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA41%
Broker market share
Schedule A broker compensation
100%top
- ASSUREDPARTNERS100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BBR PARTNERS, LLC RETIREMENT PLAN
401k
Assets$44.2M
Participants224
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BBR PARTNERS, LLC EMPLOYEE BENEFITS PLAN
Mixed - GREAT MIDWEST INSURANCE COMPANY
Premiums$603K
Covered lives185
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BBR PARTNERS, LLC RETIREMENT PLAN | 401k | $44.2M | 224 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BBR PARTNERS, LLC EMPLOYEE BENEFITS PLAN | Mixed | GREAT MIDWEST INSURANCE COMPANY | $603K | 185 | 2025 |
Retirement plans
Welfare plans