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
Filings through .
BBR Partners, LLC
EIN 13-4088325investment managementLatest filing 2025
Plans
2
Retirement
1
$53.7M assets
Health & Benefits
1
$603K premiums
Participants
417
55 EAST 52ND STREET, 18TH FLOOR - NEW YORK, NY 10055212-679-5192bbrpartners.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $603K premiums / 185 covered lives
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
BBR PARTNERS, LLC RETIREMENT PLAN
401(k)
Assets$53.7M
Participants227
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
BBR PARTNERS, LLC EMPLOYEE BENEFITS PLAN
Mixed - GREAT MIDWEST INSURANCE COMPANY
Premiums$603K
Covered lives185
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BBR PARTNERS, LLC RETIREMENT PLAN | 401(k) | $53.7M | 227 | 2025 |
- #001 · 401(k) · 2025227
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BBR PARTNERS, LLC EMPLOYEE BENEFITS PLAN | Mixed | GREAT MIDWEST INSURANCE COMPANY | $603K | 185 | 2025 |
- #501 · Mixed · GREAT MIDWEST INSURANCE COMPANY · 2025185
Retirement plans
Health & Benefits plans