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Sponsor portfolio

BANTA MANAGEMENT SERVICES INC

EIN 14-1701563-Retail Trade-Latest filing 2025
Plans
2
Retirement
1
$665K assets
Welfare
1
$172K premiums
Participants
487
15 COLLEGEVIEW AVE # 2 - POUGHKEEPSIE, NY 126032406845-452-2226bantamanagement.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$665K - 465 part#501Self Funded-$172K - 22 lives

Benefits portfolio analytics

1 plan / $172K premiums / 22 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$172K
  • Dental$172K
  • Stop-loss$172K
Total $172K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • NATIONAL FRANCHISE ASSOCIATION HEALTH PLUS-CELL100%
Total $172K1 slice

Plan deep-dives

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

BANTA MANAGEMENT SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$665K
Participants465
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMPLOYEE HEALTH PLAN OF BANTA MANAGEMENT SERVICES, INC

Self Funded - NATIONAL FRANCHISE ASSOCIATION HEALTH PLUS-CELL

Premiums$172K
Covered lives22
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BANTA MANAGEMENT SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST401k$665K4652025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMPLOYEE HEALTH PLAN OF BANTA MANAGEMENT SERVICES, INCSelf FundedNATIONAL FRANCHISE ASSOCIATION HEALTH PLUS-CELL$172K222025
Retirement plans
Welfare plans
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