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Sponsor portfolio

BIRD ACQUISITION LLC

EIN 26-0714915-Latest filing 2025
Plans
2
Retirement
1
$5.2M assets
Welfare
1
$965K premiums
Participants
637
530 WEST DEER VALLEY ROAD, SUITE 100 - PHOENIX, AZ 85027623-580-7900
Plans on this EIN
2 filings
#001401k-$5.2M - 429 part#501Fully Insured-$965K - 208 lives

Benefits portfolio analytics

1 plan / $965K premiums / 208 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$889K
  • Dental$889K
  • Prescription drug$889K
  • Life$65K
  • Long-term disability$65K
  • Other$65K
  • +1 more
Total $965K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $965K3 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • MARSH & MCLENNAN AGENCY LLC84%
  • LOVITT AND TOUCHE, INC.16%
Total $65K2 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

BIRD ACQUISITION 401(K) PLAN

401k

Assets$5.2M
Participants429
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BIRD ACQUISITION LLC EMPLOYEE BENEFIT PROGRAM

Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA

Premiums$965K
Covered lives208
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BIRD ACQUISITION 401(K) PLAN401k$5.2M4292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BIRD ACQUISITION LLC EMPLOYEE BENEFIT PROGRAMFully InsuredBLUE CROSS BLUE SHIELD OF ARIZONA$965K2082025
Retirement plans
Welfare plans
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