PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BALLUFF, INC.
Sponsor portfolio

BALLUFF, INC.

EIN 22-2326111-Latest filing 2025
Plans
2
Retirement
1
$34.4M assets
Welfare
1
$199K premiums
Participants
360
8125 HOLTON DRIVE - FLORENCE, KY 41042859-727-2200
Plans on this EIN
2 filings
#001401k-$34.4M - 221 part#501Mixed-$199K - 147 lives

Benefits portfolio analytics

1 plan / $199K premiums / 147 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$199K
  • Vision$145K
  • Life$145K
  • Long-term disability$145K
Total $199K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA73%
  • HCC LIFE INSURANCE COMPANY14%
  • UNITEDHEALTHCARE INSURANCE COMPANY13%
Total $199K3 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • GCG FINANCIAL LLC67%
  • CORPORATE PLANS, LLC19%
  • HOUCHENS INSURANCE GROUP INC14%
Total $36K3 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

BALLUFF, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$34.4M
Participants221
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BALLUFF, INC. WELFARE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$199K
Covered lives147
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BALLUFF, INC. 401(K) PROFIT SHARING PLAN401k$34.4M2212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BALLUFF, INC. WELFARE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$199K1472025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, 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
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica