Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.0M
- Dental$543K
- Life$246K
- Short-term disability$218K
- Vision$162K
- Other$91K
- +1 more
Sponsor portfolioTH
BONADIO & CO LLP
EIN 16-1131146Latest filing 2025
Plans
2
Retirement
1
$150.2M assets
Welfare
1
$2.2M premiums
Participants
2,166
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 1,124 covered livesCarrier market share
Premium dollars by Schedule A carrier
65%top
- BLUE CROSS OF CALIFORNIA65%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK24%
- AMERITAS LIFE INSURANCE CORP.7%
- HARTFORD LIFE AND ACCIDENT3%
Broker market share
Schedule A broker compensation
81%top
- CONSILIARIUM GROUP LLC81%
- DIGITAL INS NOVEM BENEFITS10%
- ENROLLEASE9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BONADIO & CO., LLP 401(K) & PROFIT SHARING PLAN
401k
Assets$150.2M
Participants1,229
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
BONADIO GROUP WELFARE BENEFIT PLAN
Mixed - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$2.2M
Covered lives1,124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BONADIO & CO., LLP 401(K) & PROFIT SHARING PLAN | 401k | $150.2M | 1,229 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | BONADIO GROUP WELFARE BENEFIT PLAN | Mixed | EXCELLUS BLUE CROSS BLUE SHIELD | $2.2M | 1,124 | 2025 |
Retirement plans
Welfare plans