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Sponsor portfolio

BERNARD EGAN & COMPANY

EIN 22-1730979-food production-Latest filing 2025
Plans
2
Retirement
1
$23.8M assets
Welfare
1
$2.4M premiums
Participants
458
1900 N OLD DIXIE HWY - FORT PIERCE, FL 349461423772-571-1205dneworld.comLinkedIn501-1000 employeesfood production
Plans on this EIN
2 filings
#003401k-$23.8M - 240 part#502Fully Insured-$2.4M - 218 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 218 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$92K
  • Vision$92K
  • Life$83K
  • Long-term disability$24K
  • Short-term disability$5K
Total $2.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • SUN LIFE ASSURANCE COMPANY OF CANADA8%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Total $2.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • THE MCCALL AGENCY INC96%
  • DONLEY AND DAVIS INS GRP INC4%
Total $46K2 slices

Plan deep-dives

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

BERNARD EGAN & COMPANY 401(K) PLAN

401k

Assets$23.8M
Participants240
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BERNARD EGAN & COMPANY EMPLOYEE WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$2.4M
Covered lives218
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003BERNARD EGAN & COMPANY 401(K) PLAN401k$23.8M2402024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BERNARD EGAN & COMPANY EMPLOYEE WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$2.4M2182025
Retirement plans
Welfare plans
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