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Sponsor portfolioTH

BEAR HOLDINGS LLC DBA JES HOLDINGS

EIN 20-8034548-Latest filing 2025
Plans
2
Retirement
1
$25.4M assets
Welfare
1
$540K premiums
Participants
1,335
206 PEACH WAY - COLUMBIA, MO 65203577-443-2021
Plans on this EIN
2 filings
#001401k-$25.4M - 832 part#501Mixed-$540K - 503 lives

Benefits portfolio analytics

1 plan / $540K premiums / 503 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$540K
  • Dental$503K
  • Vision$503K
  • Life$503K
  • Short-term disability$503K
  • Long-term disability$503K
Total $540K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA93%
  • FLEXCARE DIGITAL HEALTH7%
Total $540K2 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • DIGITAL INSURANCE LLC74%
  • CENTRO BENEFITS RESEARCH LLC22%
  • THE CASON GROUP INC3%
Total $112K3 slices

Plan deep-dives

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

BEAR HOLDINGS, LLC 401(K) PLAN

401k

Assets$25.4M
Participants832
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BEAR HOLDINGS LLC HEALTH & WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$540K
Covered lives503
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BEAR HOLDINGS, LLC 401(K) PLAN401k$25.4M8322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BEAR HOLDINGS LLC HEALTH & WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$540K5032025
Retirement plans
Welfare plans
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