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Sponsor portfolio

BRUNSWICK GROUP, LLC

EIN 20-1591418-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$89.5M assets
Welfare
1
$8.1M premiums
Participants
1,129
1114 6TH AVENUE, 24TH FLOOR - NEW YORK, NY 10110212-333-3810
Plans on this EIN
2 filings
#002401k-$89.5M - 661 part#501Fully Insured-$8.1M - 856 lives

Benefits portfolio analytics

1 plan / $8.1M premiums / 856 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.3M
  • Vision$7.3M
  • Prescription drug$7.3M
  • Short-term disability$327K
  • Long-term disability$327K
  • Dental$290K
  • +2 more
Total $8.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITEDHEALTHCARE INSURANCE COMPANY90%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA4%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Total $8.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • GALLAGHER BENEFIT SERVICES, INC.48%
  • LOCKTON COMPANIES, LLC36%
  • PROFESSIONAL GROUP PLANS INC16%
Total $282K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BRUNSWICK 401(K) RETIREMENT PLAN

401k

Assets$89.5M
Participants661
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BRUNSWICK GROUP, LLC HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$8.1M
Covered lives856
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BRUNSWICK 401(K) RETIREMENT PLAN401k$89.5M6612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BRUNSWICK GROUP, LLC HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$8.1M8562024
Retirement plans
Welfare plans
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