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Sponsor portfolio

BLUE-GRACE LOGISTICS, LLC

EIN 26-0673770-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$14.2M assets
Welfare
1
$3.7M premiums
Participants
974
2846 SOUTH FALKENBURG ROAD - RIVERVIEW, FL 33578813-658-1815LinkedIn1-10 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001401k-$14.2M - 588 part#501Fully Insured-$3.7M - 483 lives

Benefits portfolio analytics

1 plan / $3.7M premiums / 483 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Prescription drug$3.3M
  • Dental$164K
  • Other$87K
  • Life$61K
  • Long-term disability$58K
  • +2 more
Total $3.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • AETNA LIFE INSURANCE COMPANY90%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • DELTA DENTAL OF CALIFORNIA4%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $3.7M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $53K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BLUE-GRACE LOGISTICS 401(K) PLAN

401k

Assets$14.2M
Participants588
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BLUE-GRACE LOGISTICS, LLC HEALTH PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$3.7M
Covered lives483
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BLUE-GRACE LOGISTICS 401(K) PLAN401k$14.2M5882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BLUE-GRACE LOGISTICS, LLC HEALTH PLANFully InsuredAETNA LIFE INSURANCE CO.$3.7M4832025
Retirement plans
Welfare plans
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