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Sponsor portfolio

BREAD ALONE, INC.

EIN 14-1674271-food & beverages-Latest filing 2025
Plans
3
Retirement
1
$3.5M assets
Welfare
2
$25K premiums
Participants
624
2121 ULSTER AVENUE P.O. BOX 719 - LAKE KATRINE, NY 12449845-657-3328breadalone.comLinkedIn51-200 employeesfood & beverages
Plans on this EIN
3 filings
#001401k-$3.5M - 238 part#503Mixed-$13K - 186 lives#502Mixed-$12K - 200 lives

Benefits portfolio analytics

2 plans / $25K premiums / 386 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$13K
  • Life$12K
Total $25K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • ANTHEM LIFE INSURANCE COMPANY100%
Total $25K1 slice

Broker market share

Schedule A broker compensation

Split broker
58%top
  • UPSTATE FINANCIAL SERVICES58%
  • A&B AGENCY42%
Total $2K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BREAD ALONE INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$3.5M
Participants238
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

BREAD ALONE, INC. VISION PLAN

Mixed - ANTHEM BLUE CROSS AND BLUE SHIELD

Premiums$13K
Covered lives186
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

BREAD ALONE, INC. LIFE PLAN

Mixed - ANTHEM LIFE & DISABILITY INSURANCE COMPANY

Premiums$12K
Covered lives200
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BREAD ALONE INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$3.5M2382025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503BREAD ALONE, INC. VISION PLANMixedANTHEM BLUE CROSS AND BLUE SHIELD$13K1862025
502BREAD ALONE, INC. LIFE PLANMixedANTHEM LIFE & DISABILITY INSURANCE COMPANY$12K2002025
Retirement plans
Welfare plans
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