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Sponsor portfolio

B & D INDUSTRIAL, INC.

EIN 20-8250839-Latest filing 2025
Plans
3
Retirement
2
$45.0M assets
Welfare
1
$1.3M premiums
Participants
992
607 LOWER POPLAR STREET - MACON, GA 31201478-746-7623
Plans on this EIN
3 filings
#001401k-$27.9M - 343 part#002ESOP-$17.1M - 390 part#505Mixed-$1.3M - 437 lives

Retirement portfolio analytics

2 plans aggregated / $45.0M assets / 733 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • RETIREMENT AND Savings (#001)62%
  • EMPLOYEE STOCK OWNERSHIP (#002)38%
Total $45.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
62%top
  • TRANSAMERICA RETIREMENT SOLUTIONS62%
  • (Not disclosed)38%
Total $45.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)390
  • RETIREMENT AND Savings (#001)343
Total 733Click row to drill in

Benefits portfolio analytics

1 plan / $1.3M premiums / 437 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$946K
  • Life$333K
  • Long-term disability$333K
  • Other$333K
Total $1.3M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY74%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY26%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $72K1 slice

Plan deep-dives

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

B & D RETIREMENT AND SAVINGS PLAN

401k

Assets$27.9M
Participants343
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

B & D INDUSTRIAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$17.1M
Participants390
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

B & D HEALTH AND WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$1.3M
Covered lives437
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001B & D RETIREMENT AND SAVINGS PLAN401k$27.9M3432024
002B & D INDUSTRIAL, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$17.1M3902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505B & D HEALTH AND WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$1.3M4372025
Retirement plans
Welfare plans
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