Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$293K
- Short-term disability$293K
- Long-term disability$293K
- Other$293K
- Dental$114K
- Health$29K
- +1 more
Sponsor portfolio
BRADLEY CALDWELL, INC.
EIN 21-0698772wholesaleLatest filing 2025
Plans
2
Retirement
1
$30.1M assets
Welfare
1
$436K premiums
Participants
773
200 KIWANIS BLVD. - HAZELTON, PA 18201570-455-7511bradleycaldwell.comLinkedIn201-500 employeeswholesale
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $436K premiums / 406 covered livesCarrier market share
Premium dollars by Schedule A carrier
67%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY67%
- DELTA DENTAL OF CALIFORNIA26%
- BLUE CROSS OF CALIFORNIA7%
Broker market share
Schedule A broker compensation
100%top
- ENROLLEASE100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BRADLEY CALDWELL, INC. 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$30.1M
Participants457
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BRADLEY CALDWELL, INC. EMPLOYEE BENEFIT PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$436K
Covered lives406
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BRADLEY CALDWELL, INC. 401(K) RETIREMENT SAVINGS PLAN | 401k | $30.1M | 457 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BRADLEY CALDWELL, INC. EMPLOYEE BENEFIT PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $436K | 406 | 2025 |
Retirement plans
Welfare plans