PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MALIBU BOATS, LLC
Sponsor portfolio

MALIBU BOATS, LLC

EIN 20-5114805-shipbuilding-Latest filing 2025
Plans
2
Retirement
1
$74.2M assets
Welfare
1
$1.6M premiums
Participants
4,575
5075 KIMBERLY WAY - LOUDON, TN 37774865-458-7216malibuboats.comLinkedIn501-1000 employeesshipbuilding
Plans on this EIN
2 filings
#003401k-$74.2M - 2,542 part#501Mixed-$1.6M - 2,033 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 2,033 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.6M
  • Life$1.5M
  • Short-term disability$1.5M
  • Long-term disability$1.5M
Total $1.6M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA96%
  • BENEFIT INTELLIGENCE4%
Total $1.6M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE BALDWIN GROUP WEST LLC100%
Total $134K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

MALIBU BOATS, INC. 401(K) PLAN

401k

Assets$74.2M
Participants2,542
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MALIBU BOATS, LLC EMPLOYEE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.6M
Covered lives2,033
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003MALIBU BOATS, INC. 401(K) PLAN401k$74.2M2,5422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MALIBU BOATS, LLC EMPLOYEE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$1.6M2,0332025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica