Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$87K
- Other$87K
- Vision$45K
Sponsor portfolio
BLOOM INSURANCE AGENCY, LLC
EIN 26-0640936insuranceLatest filing 2025
Plans
2
Retirement
1
$10.0M assets
Welfare
1
$131K premiums
Participants
2,132
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $131K premiums / 918 covered livesCarrier market share
Premium dollars by Schedule A carrier
54%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA54%
- EYEMED VISION CARE34%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BLOOM INSURANCE AGENCY, LLC RETIREMENT PLAN
401k
Assets$10.0M
Participants1,263
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BLOOM INSURANCE AGENCY LLC WELFARE BENEFIT PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$131K
Covered lives918
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BLOOM INSURANCE AGENCY, LLC RETIREMENT PLAN | 401k | $10.0M | 1,263 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BLOOM INSURANCE AGENCY LLC WELFARE BENEFIT PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $131K | 918 | 2025 |
Retirement plans
Welfare plans