Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.3M
- Dental$517K
- Vision$517K
- Life$517K
- Short-term disability$517K
- Long-term disability$517K
- +1 more
Sponsor portfolio
BOLD NORTH AMERICA, LLC
EIN 20-3932597Latest filing 2025
Plans
2
Retirement
1
$17.5M assets
Welfare
1
$5.8M premiums
Participants
681
1615 S CONGRESS AVENUE, SUITE 103 - DELRAY BEACH, FL 33445787-705-3122
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.8M premiums / 867 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- METROPOLITAN LIFE INSURANCE COMPANY9%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
100%top
- THE BALDWIN GROUP WEST LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BOLD NORTH AMERICA, LLC 401(K) PLAN
401k
Assets$17.5M
Participants288
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BOLD NORTH AMERICA LLC HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$5.8M
Covered lives867
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BOLD NORTH AMERICA, LLC 401(K) PLAN | 401k | $17.5M | 288 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BOLD NORTH AMERICA LLC HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $5.8M | 867 | 2025 |
Retirement plans
Welfare plans