PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. BMW OF NORTH AMERICA LLC
Sponsor portfolioTH

BMW OF NORTH AMERICA LLC

EIN 22-2139469-Wholesale Trade-Latest filing 2024
Plans
5
Retirement
2
$3.03B assets
Welfare
3
$1.3M premiums
Participants
22,559
300 CHESTNUT RIDGE ROAD - WESTWOOD, NJ 076751227201-307-4000
Plans on this EIN
5 filings
#002401k-$2.34B - 14,552 part#004TraditionalDB-$693.0M - 3,217 part#501Mixed-$1.3M - 3,660 lives#502Mixed-1,243 lives#503Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $3.03B assets / 17,769 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • BMW Savings (#002)77%
  • 2019 BMW PENSION (#004)23%
Total $3.03BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BMW Savings (#002)14,552
  • 2019 BMW PENSION (#004)3,217
Total 17,769Click row to drill in

Benefits portfolio analytics

3 plans / $1.3M premiums / 4,903 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.3M
  • Other$1.3M
  • Health$6K
Total $1.3M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • SECURIAN LIFE INSURANCE COMPANY100%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $2K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BMW SAVINGS PLAN

401k

Assets$2.34B
Participants14,552
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

2019 BMW PENSION PLAN

TraditionalDB

Assets$693.0M
Participants3,217
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BMW OF NORTH AMERICA LLC HEALTH AND WELFARE PLANS

Mixed - SECURIAN LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives3,660
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

BMW OF NORTH AMERICA, LLC TRAVEL ACCIDENT PLAN

Mixed - LIFE INSURANCE COMPANY OF AMERICA

Premiums$0
Covered lives1,243
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

BMW RETIREE WELFARE BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BMW SAVINGS PLAN401k$2.34B14,5522024
0042019 BMW PENSION PLANTraditionalDB$693.0M3,2172024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BMW OF NORTH AMERICA LLC HEALTH AND WELFARE PLANSMixedSECURIAN LIFE INSURANCE COMPANY$1.3M3,6602024
502BMW OF NORTH AMERICA, LLC TRAVEL ACCIDENT PLANMixedLIFE INSURANCE COMPANY OF AMERICA$01,2432024
503BMW RETIREE WELFARE BENEFIT PLANSelf Funded-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, 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
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica